Advisors & Staff
Kevin McBarron
Kevin McBarron, a 1983 graduate of Indiana University, received a degree in Business Management/School of Public Affairs. Kevin holds registrations with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7), Registered Securities Principal (Series 24), Uniform Securities Agent (Series 63), and a Uniform Investment Advisor (Series 65). Kevin is also a licensed Life, Health, and Variable Annuity Insurance Agent (License #0D09768).
Kevin has over 40 years of experience in the brokerage industry, including 14 years with major New York Stock Exchange wire-houses. He began his career with Merrill Lynch starting in their Mutual Funds/Asset Management Division in New York City and then advancing to a Financial Consultant in Clearwater, Florida. Kevin also spent 10 years as a financial consultant with Prudential Securities where he attained the title of Senior Vice President-Investments, ranking among the top 20% of financial advisors from 1989-94.
After 14 years at major Wall Street firms, Kevin decided in 1997 to represent his clients as an independent financial advisor. Independence allowed Kevin to concentrate solely on the client goals, free from the profit agendas of major corporations. In April 2001, Kevin was featured in Registered Representative Magazine in an article titled "The Independent Life". Kevin has received training on topics including:
- Estate Planning
- Retirement Planning (including IRA's, 401K's & TSA's)
- Fundamental Stock Analysis
- Asset allocation
- Advanced financial planning strategies
- Mutual Fund Analysis
- Insurance as an investment
Kevin has been happily married to his wife since 1992. He is the proud father of 4 daughters. Kevin is a sports fanatic, playing, watching, or coaching several sports.
Nancy Mann - Administrative Assistant
Nancy comes to the firm with a history of excellence in the retail and financial services industries. Serving as a Finance Assistant at local firms provided Nancy the insight and experience needed to successfully assist with the volumes of paperwork the industry requires. More recently, Nancy has progressed to firms such as TransAmerica and Metlife. Nancy's passion is helping with homeless pets and she also enjoys charitable work.
IMPORTANT CONSUMER INFORMATION
This site is for general information only and not intended to provide specific advice or recommendations for any individual. The LPL Enterprise Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, IN, NC, PA, SC, TX, VA, WV
Kevin McBarron is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC