Unclaimed
Kenneth Shay Fultz is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets. Kenneth has been in the financial industry since 2005 and currently holds registrations in West Virginia and 20 other states. Kenneth has experience with a variety of client types, including individuals, businesses, pension plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
WV
01/21/2009 - Present
LPL Financial LLC (MORGANTOWN WV)
WV
04/02/2007 - 01/02/2009
MORGAN STANLEY & CO. INCORPORATED (BRIDGEPORT WV)
WV
11/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BRIDGEPORT WV)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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