Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Smith Crofts is an investment advisor representative with Cambridge Investment Research Advisors, Inc., based in Salt Lake City, UT. Kenneth has been in the industry since 1993 and has held several positions at different firms, including First Western Advisors, Financial Network Investment Corporation, MML Investors Services, Inc., and G.R. Phelps & Co., Inc.. Kenneth holds both Series 6 and Series 63 licenses and is registered in multiple states, including Arizona, California, Idaho, Nevada, North Carolina, Utah, and Wyoming. He specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Kenneth is also a licensed insurance agent.
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.
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.
Solicitation fees from 3rd party money managers
1
2
UT
09/02/2008 - Present
Cambridge Investment Research Advisors, Inc. (SALT LAKE CITY UT)
UT
06/02/2003 - 09/02/2008
FIRST WESTERN ADVISORS (MIDVALE UT)
CA
01/02/2002 - 06/09/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
03/01/1996 - 01/14/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/21/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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