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Plymouth Meeting Financial Advisors
Kanavy Financial Group, LLC
600 West Germantown Pike, Suite 400
Plymouth Meeting, PA 19462
“Your Financial Quarterback”
Advisor Profile
Name:  Trevon Kanavy, ChFC CLU
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Disclaimer
Securities and investment advisory offered through Brokers International Finnacial Services,LLC, Panora, IA. Member Finra/SPIC. Brokers international FInanacial Services, LLC and Kanavy FInancial Group, LLC are not affiliated. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.

Business Description
Our mission is to help you make the right decisions, achieve financial clarity, and attain peace of mind."
 

General Information
Gender:    Male
CRD#:    139627
Firm CRD#:    398317
Name of Broker/Dealer:    Mutual of Omaha Investor Services, Inc.
States Licensed in:    PA, NJ, FL, VA
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    7
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Services
Investment Types:    Insurance, Mortgages & Real Estate, Mutual Funds, Annuities
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLUŽ), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63, Series 6, Series 65
Insurance and Annuity Licenses:    Variable Life, Disability, Variable Annuity, Long Term Care, Life, HMO, Health, Annuity, Accident, Casualty, Property
Non-Financial Organization Memberships:    Society of Financial Awareness (sofa)
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
 
 
 
Prepared By: Trevon Kanavy, ChFC CLU