Kevin Duane Mayo

Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 01/2020
  Bancwest Investment Services
  Indian Wells, CA
• 01/2015 → Present
  Bank Of The West
  Indian Wells, CA
• 01/2020 → Present
  Falcon Wealth Planning
  Ontario
• 01/2020 → Present
  Falcon Wealth Planning, Inc.
  Ontario

Previous Registrations

• 2015-01-30 → 2020-01-21
  Bancwest Investment Services, Inc.
  Indian Wells, CA
  Los Angeles, CA
  Indian Wells, CA
  San Francisco, CA
  Newport Beach, CA
• 2003-07-31 → 2015-01-26
  Td Ameritrade, Inc.
  Indian Wells, CA
  Upland, CA
  Orange, CA
  Upland, CA
• 2006-04-25 → 2015-01-26
  Td Ameritrade Investment Management, Llc
  Rancho Cucamonga, CA
  Indian Wells, CA
  Rancho Cucamonga, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-07-22
• S63 Uniform Securities Agent State Law Examination
  1998-01-26

Designations

• Certified Financial Planner