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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 Wayne Burkett is a financial advisor with Independent Financial Group, LLC. Kenneth Wayne Burkett has over 25 years of experience in the financial services industry. Kenneth Wayne Burkett is registered with FINRA and the state of California. Kenneth Wayne Burkett specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kenneth Wayne Burkett is also registered as an Investment Advisor Representative (IAR) in the state of Texas. Kenneth Wayne Burkett has previously worked with Capital Financial Services, Inc., ARM Securities Corporation, Harbour Investments, Inc., Scottsdale Securities, Inc., and Edward D. Jones & Co., L.P. Kenneth Wayne Burkett holds the Series 7, Series 24, Series 52TO, Series 53, and Series 66 licenses. Kenneth Wayne Burkett is also a Certified Financial Planner.
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.
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.
1
2
CA
06/27/2016 - Present
Independent Financial Group, LLC (Fresno CA)
CA
04/15/2016 - 06/27/2016
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/11/2007 - 03/30/2016
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/02/2003 - 06/11/2007
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
ND
01/03/2002 - 06/02/2003
ARM SECURITIES CORPORATION (MINOT ND)
WI
01/05/2000 - 10/05/2001
HARBOUR INVESTMENTS, INC. (MADISON WI)
MO
04/09/1997 - 12/22/1999
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
MO
07/09/1996 - 01/14/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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