Kevin Jesse Mccall

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2014 → 05/2018
  Mcadam Llc
  Tysons Corner, VA
• 10/2014 → 05/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2018 → 08/2018
  Unemployed
  Arlington, VA
• 08/2018 → 09/2022
  Valic Financial Advisors, Inc.
  Linthicum, MD
• 09/2022 → Present
  Corient
  Atlanta, GA

Previous Registrations

• 2018-08-06 → 2022-09-09
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
• 2015-01-23 → 2018-05-15
  Mcadam Llc
  Tysons Corner, VA
  Radnor, PA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-18

Designations

• Certified Financial Planner

Other Names

• Kevin Mccall
• Kevin Jesse Mccall