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Kenneth William Henson

Liberty Wealth Management, LLC

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About Kenneth William Henson

Kenneth Henson is a financial advisor with Liberty Wealth Management, LLC. Kenneth Henson has been a registered representative since 2014. Kenneth Henson has experience with the securities industry, holding positions with several companies over the last nine years. Kenneth Henson holds the Series 63, Series 7 and SIE licenses. Kenneth Henson is also a Certified Financial Planner.

Firm Information

Kenneth Henson is currently registered with Liberty Wealth Management, LLC. Liberty Wealth Management, LLC is a registered investment advisor with offices in Oakland, CA. The firm manages approximately $1 billion to $10 billion in assets for high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Liberty Wealth Management, LLC

411 30TH STREET

OAKLAND, CA 94609

$1.22B

Assets Under Management

55

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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third-party management program

Third-party management program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third-party management program

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Kenneth Henson’s Registration & Firm History

CA

08/07/2018 - Present

Liberty Wealth Management, LLC (San Francisco CA)

CA

08/06/2020 - 12/10/2021

AE FINANCIAL SERVICES, LLC (San Francisco CA)

CA

08/06/2018 - 09/09/2020

LIBERTY GROUP, LLC (SAN FRANCISCO CA)

SC

11/21/2016 - 07/13/2018

LPL FINANCIAL LLC (FORT MILL SC)

NC

03/17/2014 - 11/18/2016

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth William Henson.
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