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Financial Advisors in Maryland
10,173 Results
Unclaimed

State Farm Investment Management Corp.

location

Lutherville, MD

experience

4 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

Integrated Wealth Concepts LLC

location

SEVERNA PARK, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth M. Pumphrey is a financial advisor with Integrated Wealth Concepts LLC in SEVERNA PARK, MD. Kenneth has been in the financial industry since 2007 and is registered with both FINRA and the SEC. Kenneth has a strong background in financial planning and investment management, and provides a wide range of services to individual and corporate clients. Kenneth is committed to helping clients achieve their financial goals through personalized financial advice and investment strategies. Kenneth is also a licensed insurance agent and can assist clients with their insurance needs.

SPECIALIZATIONS

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

Heritage Investors Management Corp. | CFA ®,CIC ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Kenneth James Long is a registered Investment Advisor Representative with Heritage Investors Management Corp. Kenneth is also a Chartered Financial Analyst and a Chartered Investment Counselor. Kenneth has been with Heritage Investors Management Corp. since August 1995. Kenneth is registered in Maryland and Texas.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

SEVERNA PARK, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Foster Brown is an investment advisor representative at Truist Advisory Services, Inc. Kenneth has over 20 years of experience in the financial industry, having previously worked at M&T Securities, Inc., CITICORP INVESTMENT SERVICES, and FINANCIAL NETWORK INVESTMENT CORPORATION. Kenneth is licensed to provide investment advice in multiple states and holds Series 66, Series 26, SIE, and Series 7 licenses. Kenneth specializes in providing financial planning, portfolio management for businesses and individuals, selection of other advisors, and publication of periodicals. Kenneth has also provided financial planning and portfolio management services to individual clients as well as businesses. Kenneth is committed to providing his clients with personalized service and tailored investment solutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
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

Ameritas Advisory Services, LLC

location

SILVER SPRINGS, MD

experience

11 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

SFG Wealth Management

location

TOWSON, MD

experience

35 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

PFS Investments Inc.

location

FREDERICK, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Bryan Wilkerson is a registered representative with PFS Investments Inc. and has been in the industry since 2018. Kenneth is licensed in Delaware, Indiana, Maryland, North Carolina, Pennsylvania and Texas. Kenneth specializes in providing investment advice and portfolio management for individuals. Kenneth holds a Series 6 license, a Series 63 license and a SIE exam.

SPECIALIZATIONS

Portfolio Management for Individuals
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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ROCJVILLE, MD

experience

13 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
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