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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 David Cranstone is a financial advisor with Integris Wealth Management, LLC. Kenneth has been a registered investment advisor for over 6 years, with experience at Royal Alliance Associates, Inc. and several other companies. He is also a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. Kenneth specializes in providing financial planning and portfolio management services for individuals, families, and small businesses. He focuses on helping clients achieve their long-term financial goals through personalized strategies and a comprehensive understanding of their financial needs.
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.
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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CA
02/28/2024 - Present
Integris Wealth Management, LLC (MONTEREY CA)
CA
04/03/2017 - 07/31/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
BOTH
Issued 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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