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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 Houldsworth is a financial advisor registered with LPL Financial LLC. Kenneth has been in the financial services industry since November 1987. Kenneth Wayne Houldsworth is licensed in 12 states and has a Series 6, Series 7, Series 24 and Series 63. Kenneth Wayne Houldsworth is also a Certified Financial Planner. Kenneth is currently employed by LPL Financial LLC and has been with the firm since October 1994. Kenneth Wayne Houldsworth is a financial advisor with a wide range of experience. Kenneth specializes in providing financial advice to individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
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CA
08/13/2019 - Present
LPL Financial LLC (ARCATA CA)
TX
11/02/1987 - 11/01/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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