Unclaimed
Kenneth Joseph Elkins is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Richmond, Virginia. Kenneth has been in the industry since August 30, 2001. Kenneth Elkins is also registered as a representative of Cambridge Investment Research, Inc. in Fairfield, Iowa. Kenneth has a broad range of experience in the financial services industry, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kenneth has a Series 6, 7, 63, and 65 license. Kenneth has worked for several firms in the past including Sanders Morris Harris Inc., QA3 Financial Corp., and National Planning Corporation. Kenneth is a member of Cooperative Baptist Fellowship Church Benefits Board.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
11/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (Richmond VA)
VA
11/03/2008 - 11/23/2011
SANDERS MORRIS HARRIS INC. (RICHMOND VA)
VA
12/05/2005 - 10/31/2008
QA3 FINANCIAL CORP. (RICHMOND VA)
CA
08/27/2001 - 11/29/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 05/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Elkins is the right advisor for you? Invested Better is here to help.