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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bobadilla is an investment advisor representative at Mercer Global Advisors Inc.. Kenneth Bobadilla is licensed in California and Texas. Kenneth Bobadilla has over 20 years of experience in the financial services industry. Prior to joining Mercer Global Advisors Inc., Kenneth Bobadilla was associated with Epstein and White Retirement Income Solutions, LLC and Epstein and White Financial LLC. Kenneth Bobadilla holds Series 6, 63 and 65 licenses. Kenneth Bobadilla specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement 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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/27/2021 - Present
Mercer Global Advisors Inc. (San Diego CA)
CA
07/27/2011 - 08/05/2014
LPL FINANCIAL LLC (CARLSBAD CA)
CA
02/26/2001 - 08/02/2011
MML INVESTORS SERVICES, LLC (CARLSBAD CA)
WI
03/16/2000 - 12/14/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/28/2000 - 12/13/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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