Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Rogers is a financial advisor with Captrust, a firm based in Raleigh, North Carolina. Kenneth has been working in the financial services industry since 1987 and holds a variety of licenses, including Series 7, 63, and 24. Kenneth's primary specializations include financial planning, portfolio management, and pension consulting. Kenneth also offers investment advisory services to businesses, individuals, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
02/13/2019 - Present
Captrust (Harrisonburg VA)
VA
01/17/2019 - 09/04/2024
CAPFINANCIAL SECURITIES, LLC. (Harrisonburg VA)
VA
09/01/2017 - 02/13/2019
PENSIONMARK SECURITIES, LLC (Harrisonburg VA)
VA
09/17/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Harrisonburg VA)
VA
11/30/2010 - 09/24/2015
LPL FINANCIAL LLC (HARRISONBURG VA)
VA
11/19/2007 - 11/30/2010
NRP FINANCIAL, INC. (HARRISONBURG VA)
VA
03/01/2005 - 11/27/2007
SECURITIES AMERICA, INC. (HARRISONBURG VA)
CA
08/01/2003 - 03/03/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/20/2001 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
AZ
03/28/1995 - 03/20/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/04/1992 - 02/17/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/29/1987 - 09/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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