Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Dean Fincher is an investment advisor representative with Perigon Wealth Management, LLC, a firm based in San Francisco, California. Kenneth has been in the financial industry since 1989 and has held positions at several firms including First Allied Securities, Inc., Independent Financial Group, LLC, and QA3 Financial Corp. Kenneth holds Series 7, 24, and 63 licenses and is a Chartered Financial Consultant. Kenneth specializes in providing financial planning, investment management services, and selection of other advisors for individuals, businesses, and charitable organizations. Kenneth is also a licensed insurance agent and real estate broker.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/15/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
04/17/2014 - 05/24/2019
FIRST ALLIED SECURITIES, INC. (RANCHO SANTA FE CA)
CA
02/09/2009 - 04/23/2014
INDEPENDENT FINANCIAL GROUP, LLC (RANCHO SANTA FE CA)
CA
10/08/2004 - 02/26/2009
QA3 FINANCIAL CORP. (SAN DIEGO CA)
CA
10/08/2003 - 09/28/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
01/24/1989 - 10/20/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1989 - 10/20/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kenneth Fincher is the right advisor for you? Invested Better is here to help.
