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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Steven Stovall is an Investment Advisor Representative at Cresset Asset Management, LLC. Kenneth has been a registered Investment Advisor since 2003 and has over 20 years of experience in the financial services industry. Before joining Cresset Asset Management, LLC, Kenneth worked as a registered representative at a number of firms including Robertson Stephens Securities, Purshe Kaplan Sterling Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kenneth is licensed in Georgia.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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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2
GA
10/05/2021 - Present
Cresset Asset Management, LLC (Johns Creek GA)
CA
06/25/2014 - 04/14/2015
ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)
CA
06/25/2013 - 07/01/2014
PURSHE KAPLAN STERLING INVESTMENTS (SAN FRANCISCO CA)
CA
07/22/2002 - 06/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
09/01/1998 - 08/27/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
06/27/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
NA
11/21/1990 - 06/26/1996
ALEX. BROWN & SONS INCORPORATED
NA
02/09/1988 - 12/13/1990
LEHMAN BROTHERS INC.
NY
10/22/1984 - 12/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/25/1987 - 02/17/1988
BEAR, STEARNS & CO. INC.
NA
10/22/1982 - 01/19/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 02/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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