Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Smith is a Registered Investment Advisor currently working with Coppell Advisory Solutions LLC. Kenneth is an experienced advisor with a history of working in the financial services industry. Kenneth is a well-regarded professional who has passed multiple industry exams and has experience with a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Previous employment included roles at Summit Brokerage Services, Inc., Washington Square Securities, Inc., and Jefferson-Pilot Investor Services, Inc. Kenneth works with a variety of clients including high-net-worth individuals and individuals other than high-net-worth.
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.
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.
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2
TX
06/29/2022 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
FL
04/15/2003 - 11/30/2004
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CT
04/26/1995 - 04/23/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
04/07/1995 - 04/17/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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