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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ray Whitehead is an investment advisor representative with Avantax Advisory Services. Kenneth has been in the financial services industry since 2015 and holds Series 66, 7TO, and SIE licenses. Kenneth is also a licensed CPA and has experience in tax preparation, audit preparation, tax planning, review & compilation preparation, payroll & bookkeeping services, and financial planning. Kenneth is based in Van Buren, Arkansas and is registered to provide investment advice in Arkansas, Kansas, Missouri, Oklahoma, and Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/02/2024 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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