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Kenny Avenil

Latitude Advisors, LLC

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About Kenny Avenil

Kenny Avenil is a registered investment advisor representative with Latitude Advisors, LLC, in Aberdeen, NJ. Kenny has been in the financial services industry since 2002. Kenny specializes in financial planning and portfolio management for individuals and pension consulting. Kenny is registered with FINRA and holds a Series 6, Series 63, Series 65, and SIE licenses. Kenny is also a certified public accountant (CPA). Kenny is committed to providing clients with personalized financial advice and investment management services.

Firm Information

Kenny Avenil is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Third party referral fees

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Kenny Avenil’s Registration & Firm History

NJ

09/26/2017 - Present

Latitude Advisors, LLC (Aberdeen NJ)

NJ

09/07/2005 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (MATAWAN NJ)

NY

01/07/2005 - 10/05/2005

LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)

NY

09/15/2004 - 12/08/2004

LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)

CT

10/16/2002 - 09/08/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 09/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenny Avenil.
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