Kevin Phillip Mc Nair

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2024-11-12

RI RA
APPROVED

Since 2024-11-12

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

399 Hope St. Unit 3, Bristol, RI 02809 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors, Inc.	Nashua	NH	09/2010	11/2024
Agia	Houston	TX	12/2022	11/2024
Lincoln Investment	Fort Washington	PA	11/2024	Present

09/2010 → 11/2024

Valic Financial Advisors, Inc.

Nashua, NH
12/2022 → 11/2024

Agia

Houston, TX
11/2024 → Present

Lincoln Investment

Fort Washington, PA

Previous Registrations

2010-09-16 → 2024-11-08

Valic Financial Advisors, Inc.

Burlington, MA

Nashua, NH
2008-08-15 → 2010-09-14

Ameriprise Financial Services, Llc

Providence, RI
2005-04-28 → 2008-08-27

Msi Financial Services, Inc.

Elmsford, NY

Westboro, MA

Barrington, RI

Wallingford, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-04-01
S63	Uniform Securities Agent State Law Examination	1991-08-27

S65 Uniform Investment Adviser Law Examination

2005-04-01
S63 Uniform Securities Agent State Law Examination

1991-08-27

Designations

Chartered Financial Consultant

Other Names

Kevin Mcnair
Kevin Phillip Mcnair

View on SEC IAPD