Kevin Patrick Barlow
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered in
CFADesignation
$125.4BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- MarinerApr 2025 to now
- Mariner Platform SolutionsMar 2022 to Apr 2025
- Ocean Heights AdvisorsMar 2022 to Apr 2025
- Miracle Mile Advisors, LLCDec 2018 to Feb 2022
- Palo Capital, Inc.May 2015 to Jun 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 5487051
- Firm CRD
- 140195