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Kenneth Alfred Moraif

Retirement Planners OF America

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About Kenneth Alfred Moraif

Kenneth Moraif is a financial advisor with Retirement Planners Of America, located in Plano, TX. Kenneth has been in the financial industry since 1989 and holds a Certified Financial Planner designation. Kenneth specializes in providing financial planning and portfolio management services to individuals and families. Kenneth also has experience working with independent insurance companies.

Firm Information

Kenneth Moraif is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Moraif’s Registration & Firm History

TX

04/11/2011 - Present

Retirement Planners OF America (PLANO TX)

TX

05/13/2009 - 12/31/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLANO TX)

TX

07/06/1989 - 05/22/2009

NYLIFE SECURITIES LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 05/12/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/1990

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/27/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Alfred Moraif.
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