Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth McClanahan is a financial advisor with over 20 years of experience in the industry. Kenneth has a strong background in providing financial advice to individuals and businesses. Kenneth is a Certified Financial Planner and a Chartered Financial Consultant and holds a Series 6 and Series 63 license. Currently, Kenneth is registered with Corient and is based out of the Dallas, TX branch office. Previously, Kenneth has held positions at GRB Financial LLC, H. Beck, Inc. and SWS Financial Services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
11/19/2022 - Present
Corient (DALLAS TX)
TX
07/22/2004 - 07/14/2008
GRB FINANCIAL LLC (ARLINGTON TX)
MD
01/02/2002 - 09/07/2004
H. BECK, INC. (ROCKVILLE MD)
TX
02/15/2000 - 01/09/2002
SWS FINANCIAL SERVICES (DALLAS TX)
NY
03/20/1985 - 07/16/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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