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Financial Advisors in Maryland
10,173 Results
Unclaimed

SFG Wealth Management

location

TOWSON, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth William Pegher has been active in the financial industry since August 1990. Kenneth is a registered representative of SFG Wealth Management, which is located in Towson, Maryland. Kenneth has been a registered representative with SFG Wealth Management since December 2016. Kenneth previously worked at PROFUNDS DISTRIBUTORS, INC., MELLON FINANCIAL MARKETS, LLC, MELLON FUNDS DISTRIBUTOR, L.P., MBSC, LLC, EDGEWOOD SERVICES, INC., FEDERATED FINANCIAL SERVICES, INC., FEDERATED SECURITIES CORP., PNC BROKERAGE CORP, PNC SECURITIES CORP, FIRST EASTERN BROKERAGE SERVICES, INC., AMERICAN EXPRESS SERVICE CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, ROBERT THOMAS SECURITIES, INC, PARKER/HUNTER INCORPORATED and JANNEY MONTGOMERY SCOTT INC.. Kenneth has a total of 11 active state registrations, one active IA state registration, and one active SRO registration. Kenneth has passed 4 Principal Exams, 4 Product Exams, and 2 State Exams. Kenneth's registrations include series 4, 7, 24, 27, 52TO, 53, 63, 66, 99TO and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

OWING MILLS, MD

0 Disclosures

ADVISOR BIO

Kenneth Andrew Smith is an active Investment Advisor Representative with CIC Wealth, LLC. Kenneth Smith is also registered with Apollon Wealth Management, LLC. Kenneth Smith has been in the industry for over 10 years and has a wealth of experience in financial planning, portfolio management and pension consulting. Kenneth Smith is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

NFP Retirement Inc.

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Kenneth Walton Jenkins is an Investment Advisor Representative with NFP Retirement Inc. Kenneth has been in the financial services industry since May 2014 and holds a Series 65 license. Kenneth is registered with the state of Maryland as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth A Millan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the industry since 2020. Kenneth has extensive experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Kenneth has passed the Series 66, Series 7TO, and SIE exams. Kenneth is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameritas Advisory Services, LLC

location

SILVER SPRINGS, MD

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Clarke is a financial advisor with over 9 years of experience in the financial services industry. Kenneth currently works for Ameritas Advisory Services, LLC in Silver Spring, MD. Kenneth has experience working with individuals, businesses, trusts, and retirement plans. Kenneth's areas of expertise include financial planning, retirement planning, and investment management. Kenneth holds a Series 7, Series 66 and SIE licenses and is registered to provide investment advice in 12 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

State Farm Investment Management Corp.

location

Lutherville, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Hill is a registered investment advisor with State Farm Investment Management Corp. Kenneth has been in the industry for over 5 years and has a Series 63, Series 65, Series 6TO, and SIE license. Kenneth is also a licensed insurance agent with Kenny Hill Insurance Agency. Kenneth specializes in portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

GWN Securities Inc.

location

SALISBURY, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Arnold is a registered representative with GWN Securities Inc., based in Salisbury, MD. Kenneth has been in the financial industry since February 24, 2021, and is licensed in Maryland, Georgia, Minnesota, Pennsylvania, Tennessee, Texas, and Virginia. Kenneth specializes in providing financial planning, market timing services, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Wells Fargo Clearing Services, LLC

location

ANNAPOLIS, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Barkman has been in the financial services industry since 2004. Kenneth is a Registered Representative of Wells Fargo Clearing Services, LLC and is a licensed Investment Advisor in the states of Maryland, Texas and Florida. Kenneth currently works out of the Annapolis, MD office of Wells Fargo Advisors LLC, and has had prior employment with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kenneth specializes in providing investment consulting services to institutional clients, in addition to offering financial planning services, pension consulting, and portfolio management services to businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ROCJVILLE, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kent William Showler is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Kent has been in the financial services industry since 2012. Kent has been registered with Raymond James Financial Services Advisors, Inc. since 2018 and has previously been registered with TD Ameritrade, Inc., Scottrade, Inc., PNC Investments and Edward Jones. Kent has a Series 66 license, a Series 24 license, a Series 7 license, and a SIE license. Kent has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice. Kent is also a member of the National Association of Personal Financial Advisors (NAPFA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Facet | CFP ® (Certifications)

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Kent Alexander Delph is a financial advisor with over 3 years of experience in the industry. Kent is registered with Facet and is a Certified Financial Planner. Kent holds the Series 7, Series 66 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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