Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenyon? Claim Your ProfileKenyon Allman is a financial advisor with over 40 years of experience in the industry. Kenyon has a broad range of experience working with various clients including high-net-worth individuals, corporations, and charitable organizations. Kenyon specializes in providing investment advisory services, financial planning, and portfolio management. Kenyon is currently registered with Level Four Advisory Services, LLC. Kenyon has previously worked with firms including Mid-Atlantic Securities, Inc., Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, First Union Capital Markets Corp., and Smith Barney, Harris Upham & Co., Incorporated.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
NC
10/14/2022 - Present
Level Four Advisory Services (RALEIGH NC)
NC
07/19/2018 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
NC
11/14/2014 - 07/05/2018
RAYMOND JAMES & ASSOCIATES, INC. (CHAPEL HILL NC)
NC
10/01/1999 - 11/17/2014
WELLS FARGO ADVISORS, LLC (CHAPEL HILL NC)
NC
09/14/1984 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
05/22/1980 - 09/14/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 07/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenyon Allman is the right advisor for you? Invested Better is here to help.
