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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 Adams is a financial advisor with over 15 years of experience in the financial services industry. Kenneth is registered with Raymond James Financial Services Advisors, Inc. and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Kenneth holds Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Kenneth is a member of the Dale Bumpers College of Agricultural, Food and Life Sciences Board and is the owner of Southern Wealth Group. Kenneth's expertise includes portfolio management, financial planning, and retirement planning. Kenneth specializes in working with individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
02/16/2018 - Present
Raymond James Financial Services Advisors, Inc. (Little Rock AR)
AR
07/29/2005 - 02/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
MO
12/09/2003 - 08/02/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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