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Kevin M
Series 63, Series 65
Vista, CA
KRM Advisory Services
Kevin Mc Atamney is the sole advisor and CEO of KRM Advisory Services, an independent registered investment adviser based in Vista, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including prior roles at Stancorp Equities, GWFS Equities, and John Hancock. Outside of his advisory work, he serves as National Sales Director for The Standard Insurance Company, focusing on stable value insurance contracts for government entities, and maintains a referral-based real estate business. KRM Advisory Services serves individual clients by providing ongoing portfolio management and one-time financial planning. The firm combines charting, fundamental analysis, and modern portfolio theory in a long-term investment approach across multiple asset classes, manages client accounts primarily on a discretionary basis, and utilizes Charles Schwab as its custodian.
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