Kevin Steven Mcgarry
Investment adviser representative at Valley Financial Group
10 yearsExperience
1 stateRegistered in
$287.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hightower Advisors, LLCAug 2026 to now
- Valley Financial GroupOct 2016 to now
- Purshe Kaplan Sterling InvestmentsMar 2021 to Aug 2026
- H. Beck, Inc.Sep 2016 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley Financial Group
Legal name: Valley Financial Group, Inc.
$287.2MAssets managed
508Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4371076
- Firm CRD
- 312254