Unclaimed
Kenley Lawton iii is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kenley has over 45 years of experience in the financial industry. Kenley has worked with clients in various industries including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Kenley is registered in 25 states and provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (EL PASO TX)
TX
05/11/1998 - 04/14/2023
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
10/05/1992 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
02/24/1978 - 10/13/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/27/1977 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
11/19/1973 - 03/01/1977
A. G. EDWARDS & SONS, INC.
IA
Issued 08/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 11/10/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kenley Lawton iii is the right advisor for you? Invested Better is here to help.