Unclaimed
Kenneth Farr is a financial advisor who has been in the industry since 2015. He is currently registered with PNC Capital Advisors LLC in Dallas, Texas. Prior to joining PNC Capital Advisors LLC, Kenneth was a registered representative with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Kenneth has a strong background in the financial services industry and is dedicated to providing his clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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
TX
08/04/2023 - Present
PNC Capital Advisors LLC (Dallas TX)
TX
03/23/2022 - 12/19/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
08/02/2021 - 11/05/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
05/24/2021 - 06/25/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/26/2013 - 09/23/2020
J.P. MORGAN SECURITIES LLC (FRISCO TX)
BOTH
Issued 08/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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