Kevin Mcgohan
Investment adviser representative at The Patriot Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
12 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
- Pension consulting
Experience
12 years in the industry.
- Cetera Financial Specialists LLCSep 2026 to now
- Professional ConnectorsOct 2025 to now
- The Patriot Financial Group, LLCJan 2025 to now
- Champion Financial GroupJan 2025 to now
- Mcgohan Capital LLCOct 2024 to now
- UnemployedDec 2024 to Dec 2024
- DropboxAug 2021 to Nov 2024
- Legends HospitalityJul 2020 to Jul 2021
- UnemployedMay 2020 to Jul 2020
- Ohio UniversityAug 2019 to May 2020
- Legends HospitalityAug 2018 to Dec 2018
- Grand Lake MarinersSep 2017 to Jul 2018
- StudentDec 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 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
- 8025014
- Firm CRD
- 172470