Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth David Connally is a financial advisor with Summit Financial, LLC. Kenneth has over 10 years of experience in the financial services industry. Kenneth's previous employers include Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and TD Ameritrade, Inc. Kenneth holds Series 7, Series 63, and Series 66 licenses. Kenneth is also a Certified Financial Planner. Kenneth specializes in providing financial planning, portfolio management, and selection of other advisors. Kenneth primarily serves high-net-worth individuals, corporations, and 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CO
01/24/2024 - Present
Summit Financial, LLC (FORT COLLINS CO)
CO
01/19/2017 - 03/27/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
TX
11/26/2014 - 12/23/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/08/2009 - 11/03/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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