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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 Roberts is a financial advisor at Sanctuary Advisors, LLC, specializing in financial planning, pension consulting, and portfolio management. Kenneth has been working in the financial services industry since 1995 and holds Series 7, 63, and 24 licenses. Kenneth has a strong background in working with high-net-worth individuals, families, and businesses, and he is committed to providing personalized advice and strategies to help clients achieve their financial goals. Kenneth's previous experience includes roles at Morgan Stanley and LPL Financial LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
10/22/2021 - Present
Sanctuary Advisors, LLC (Springfield MO)
MO
01/19/2012 - 11/15/2021
MORGAN STANLEY (SPRINGFIELD MO)
MO
10/05/1998 - 02/23/2012
LPL FINANCIAL LLC (SPRINGFIELD MO)
MN
09/07/1995 - 09/18/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/1995 - 09/18/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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