Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Stuart Gregory is an active investment advisor with a wealth of experience in the financial industry, having joined the industry in 1983. Kenneth is currently registered with Davenport & Co. LLC and has held prior positions with Davenport & Co. of Virginia, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kenneth has a broad range of experience in the financial services industry and specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Kenneth is dedicated to providing high-quality financial advice to clients.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/22/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
NA
11/03/1989 - 11/27/1989
DAVENPORT & CO. OF VIRGINIA, INC.
NY
07/20/1983 - 11/16/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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