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Plymouth Meeting Financial Advisors
Kanavy Financial Group, LLC
610 West Germantown Pike, Suite 350
Plymouth Meeting, PA 19462
(610) 940-1660
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“Your Financial Quarterback”
Advisor Profile
Name: Trevon Kanavy
Website: Visit Website
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Disclaimer
Trevon Kanavy is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. There is no contractual relationship between Kanavy Financial Group and Mutual of Omaha Investor Services, Inc. Trevon Kanavy can only do business in states in which he is registered. 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
As your financial Quarterback, I can help you effectively cut through the financial Clutter and make life easier. Our mission is to help you make the right decisions, achieve financial clarity, and attain peace of mind."
 

General Information
Gender:    Male
CRD#:    4433317
Firm CRD#:    611
Name of Broker/Dealer:    MOIS
States Licensed in:    PA, NJ,FL,VA
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    8
I work with the following types of clients:    Businesses, Individual Investors
 

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

Qualifications & Memberships
Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC)
Securities Licenses:    Series 65, Series 63, Series 6
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Property, Life, HMO, Health, Annuity, Accident, Casualty
 

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
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets, Subscriptions, Flat Fee, Commissions
 
 
 
Prepared By: Trevon Kanavy
Most Recent Update: 07/07/2008