Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Cangilla is a financial advisor with LPL Financial LLC. Kenneth has been working in the financial services industry since June 4, 2000. Kenneth holds Series 7, 63, and 65 licenses, as well as the SIE exam. Kenneth has been registered with LPL Financial LLC since March 25, 2024. Kenneth has previously worked for OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. Kenneth specializes in various financial areas including retirement planning, college savings, estate planning, and insurance. Kenneth is committed to providing personalized financial advice to help clients achieve their financial goals.
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
CO
03/25/2024 - Present
LPL Financial LLC (LARKSPUR CO)
CO
09/01/2023 - 03/27/2024
OSAIC WEALTH, INC. (LARKSPUR CO)
CO
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LARKSPUR CO)
AZ
06/05/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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