Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Cullipher has been in the financial services industry since 1976 and has over 45 years of experience in providing investment advice. Kenneth is currently an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., where Kenneth has been registered since September 2020. Prior to joining Cambridge Investment Research Advisors, Inc., Kenneth was registered with CETERA ADVISOR NETWORKS LLC and TOWER SQUARE SECURITIES, INC.. Kenneth holds the Series 1, 6, 63, 65, 7 and 66 licenses. Kenneth has a strong track record of providing financial planning and portfolio management services to individuals, families, and businesses. Kenneth also provides advisory services to pension and profit-sharing plans.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
09/01/2020 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
09/03/2013 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
07/01/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (CHARLOTTE NC)
VA
04/13/1994 - 06/25/1996
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
06/12/1992 - 04/21/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/12/1992 - 04/21/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
02/10/1976 - 02/21/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/10/1976 - 02/21/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
07/01/1974 - 09/04/1975
IDS LIFE INSURANCE COMPANY
NA
07/01/1974 - 09/04/1975
IDS MARKETING CORPORATION
NA
07/01/1974 - 09/04/1975
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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