Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robert Turpin is an experienced financial advisor with over 25 years of experience in the industry. Kenneth has held positions at several well-known firms, including U.S. Bancorp Securities, Wells Fargo Advisors, LLC, and Piper Jaffray & Co. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. in Oregon. Kenneth offers a wide range of financial planning and investment advisory services to individuals, businesses, and institutions. Kenneth also specializes in providing retirement planning, estate planning, and insurance planning services. Kenneth is committed to providing his clients with personalized financial advice that meets their individual needs and goals. Kenneth is a licensed broker-dealer and investment advisor representative. Kenneth has a Series 7 and Series 63 license, as well as a Series 65 license.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
04/17/2015 - Present
Raymond James Financial Services Advisors, Inc. (Hillsboro OR)
OR
01/03/2011 - 04/07/2015
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
07/28/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
11/16/1998 - 08/02/2006
PIPER JAFFRAY & CO. (PORTLAND OR)
MN
03/17/1998 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
10/09/1996 - 08/19/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
TX
02/05/1996 - 08/14/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OR
07/25/1995 - 01/20/1996
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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