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Kenneth L Huffman

Insight Folios

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About Kenneth L Huffman

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.

Firm Information

Kenneth Huffman is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Huffman’s Registration & Firm History

NC

05/15/2015 - Present

Insight Folios (CHARLOTTE NC)

TX

10/03/2011 - 12/02/2013

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 03/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth L Huffman.
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