Kenneth Robert Mcgahee

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 05/2022
  First Team Automotive
  Norfolk, VA
• 05/2022 → 11/2022
  Unemployed
  Suffolk, VA
• 11/2022 → 06/2024
  Securities America, Inc.
  Suffolk, VA
• 07/2023 → 06/2024
  Securities America Advisors
  Suffolk, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Suffolk, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Suffolk, VA

Previous Registrations

• 2023-07-27 → 2024-06-14
  Securities America Advisors, Inc.
  Suffolk, VA

Other Businesses

1. NANSEMOND RIVER FINANCIAL SERVICES POSITION: Agent NATURE: Nansemond River Financial Services-Insurance Sales-Agent-Investment related- INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/15/2022 ADDRESS: 204 Military Road, Suffolk VA 23434 DESCRIPTION: Sales and service of life insurance, annuities, and long-term care 2. RIDDICK'S FOLLY HOUSE MUSEUM POSITION: Board Member NATURE: Historical organization that preserves the Riddicks Folly House through donor contributions, guided tours, and the gift shop. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2026 ADDRESS: 510 N Main Street, Suffolk VA 23434, United States DESCRIPTION: Meet with board members to discuss the past month of activity in the house. Talk about maintenance, events, and finances of the museum.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-07
• S65 Uniform Investment Adviser Law Examination
  2023-06-23

Other Names

• Kenneth Robert Mcgahee