Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alan Wall is a financial advisor with over 30 years of experience in the industry. Kenneth has been registered with LPL Financial LLC since April 2024. Before joining LPL Financial LLC, Kenneth worked with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC. and MULTI-FINANCIAL SECURITIES CORPORATION. Kenneth holds the Series 6, Series 63, Series 65, and SIE licenses. Kenneth provides financial planning, portfolio management, and other advisory services for individuals, families, and businesses. Kenneth also provides financial planning, portfolio management, and other advisory services to retirement plans, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
ID
04/03/2024 - Present
LPL Financial LLC (COEUR D'ALENE ID)
ID
09/01/2023 - 04/08/2024
OSAIC WEALTH, INC. (COEUR d'ALENE ID)
ID
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COEUR d'ALENE ID)
AZ
12/06/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
12/03/1997 - 12/15/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
KS
09/25/1991 - 12/09/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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