Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Auman is an Investment Advisor Representative with LRI Investments. Kenneth has a Series 65 license and is a Certified Financial Planner. Kenneth has 10+ years of experience in the financial industry. Kenneth specializes in providing financial planning and portfolio management services to individuals and families. Kenneth has a wide range of experience, including working with clients who are approaching retirement, and those who are just starting out. LRI Investments has a large client base of 165 high-net-worth individuals and 212 individual clients. Kenneth is committed to providing clients with personalized financial advice that meets their specific needs.
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.
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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FL
04/01/2024 - Present
LRI Investments (PALM BEACH GARDENS FL)
IA
Issued 10/11/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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