Unclaimed
Kenneth Huffman is a registered investment advisor representative with Insight Folios. Kenneth is also a licensed insurance producer with Huffman Financial. He specializes in providing financial planning, pension consulting, and portfolio management services for individuals. Kenneth has over 15 years of experience in the financial services industry. Kenneth has a Series 7 and Series 66 license. He is licensed to offer advisory services in Texas. Kenneth is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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
NC
05/15/2015 - Present
Insight Folios (CHARLOTTE NC)
TX
10/03/2011 - 12/02/2013
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (FORT WORTH TX)
BOTH
Issued 03/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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