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Kenneth Roy Painter

Strata Wealth Advisors, LLC

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About Kenneth Roy Painter

Kenneth Painter is a financial advisor with over 20 years of experience in the industry. Kenneth is registered with Strata Wealth Advisors, LLC, and offers a variety of financial services, including financial planning, portfolio management for individuals, and pension consulting. Kenneth has a Certified Financial Planner designation and holds Series 7, Series 63 and Series 65 licenses.

Firm Information

Kenneth Painter is currently registered with Strata Wealth Advisors, LLC. Strata Wealth Advisors, LLC is a registered investment advisor based in Dallas, Texas. They manage approximately $795.49 million in assets for 1,065 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, pension consulting, and portfolio management services for individuals.
Strata Wealth Advisors, LLC

8750 N. CENTRAL EXPRESSWAY

DALLAS, TX 75231

$795.49M

Assets Under Management

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kenneth Painter’s Registration & Firm History

TX

04/25/2017 - Present

Strata Wealth Advisors, LLC (Dallas TX)

TX

05/13/2003 - 05/02/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)

IN

05/13/2003 - 04/06/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

RI

07/05/2001 - 05/22/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 05/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Roy Painter. Review regulatory record here.
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