Unclaimed
Kenneth Gregory Barnes is a financial advisor with Sageview Advisory Group, LLC. Kenneth has over 10 years of experience in the financial services industry. Kenneth is registered with the state of Virginia as an Investment Advisor Representative. Kenneth is also registered with FINRA as a Registered Representative. Kenneth has a Series 66, Series 7 and SIE licenses. Kenneth specializes in providing financial advice to individuals, families, and businesses. Kenneth is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
11/20/2018 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
VA
06/18/2012 - 01/17/2014
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/14/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
08/26/2010 - 05/25/2012
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
VA
11/12/2009 - 07/16/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MIDLOTHIAN VA)
BOTH
Issued 12/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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