Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Rell Davis is an active investment advisor representative and registered representative who has been in the financial services industry since December 18, 1985. Kenneth Davis is currently registered with Capital Investment Advisory Services, LLC and has been with the firm since December 17, 2024. Kenneth Davis has a history of working with various firms including Lincoln Financial Securities Corporation, MetLife Securities Inc., and The Advisors Group, Inc. Kenneth Davis specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Kenneth Davis holds the following licenses: Series 6, 7, 63, and 65. Kenneth Davis is also a Chartered Financial Consultant.
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.
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.
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2
NC
12/17/2024 - Present
Capital Investment Advisory Services, LLC (DAVIDSON NC)
NC
09/03/2010 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (DAVIDSON NC)
NC
07/02/1999 - 09/20/2010
METLIFE SECURITIES INC. (DAVIDSON NC)
NC
07/02/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DAVIDSON NC)
IN
04/02/1998 - 06/09/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/02/1998 - 06/09/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
07/26/1996 - 04/01/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
IN
11/27/1985 - 07/25/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/27/1985 - 07/25/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
11/27/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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