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Kenneth Robert Reeves

EGI Financial, Inc.

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About Kenneth Robert Reeves

Kenneth Reeves is a financial advisor with EGI Financial, Inc. Kenneth has been in the financial services industry since 1987 and has a wide range of experience. Kenneth has a Series 7, Series 31, Series 63, and Series 65 licenses. Kenneth also holds the Certified Financial Planner designation. Kenneth offers financial planning and portfolio management services to individuals and high-net-worth individuals. Kenneth is committed to helping clients achieve their financial goals.

Firm Information

Kenneth Reeves is currently registered with EGI Financial, Inc.. EGI Financial, Inc. is an investment advisor based in Akron, OH. The firm manages approximately $288.5 million in assets for 429 accounts. EGI Financial, Inc. provides financial planning and portfolio management services to individuals, including high-net-worth clients.
EGI Financial, Inc.

50 SOUTH MAIN STREET

AKRON, OH 44308-1831

$288.46M

Assets Under Management

Not reported

Total Clients

9

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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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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percentage of assets

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

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Kenneth Reeves’s Registration & Firm History

OH

03/01/2021 - Present

EGI Financial, Inc. (AKRON OH)

OH

01/16/2009 - 02/19/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (WESTLAKE OH)

OH

01/01/2008 - 01/29/2009

WACHOVIA SECURITIES, LLC (BEACHWOOD OH)

OH

05/21/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (BEACHWOOD OH)

NJ

01/28/1995 - 06/11/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/25/1987 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/13/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kenneth Robert Reeves. Review regulatory record here.
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