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50,030 Results
Unclaimed

Victory Capital Management Inc.

location

SAN ANTONIO, TX

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Lutz is a financial advisor registered with Victory Capital Management Inc. with over 10 years of experience in the financial services industry. Kenneth is registered to provide investment advisory services in Texas and has a Series 7, Series 66, and SIE licenses. Kenneth has previously worked at USAA Financial Advisors, Inc. and AXA Advisors, LLC. Kenneth specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Bradley is a financial advisor with RBC Capital Markets, LLC, and has over 13 years of experience in the financial services industry. Kenneth specializes in providing financial advice to individuals, businesses, and institutions. Kenneth is registered with the state of California and holds Series 7, 10, 9, 63, and 65 licenses, as well as the SIE certification. Kenneth's previous experience includes working with Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - Butler, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kenny McGee is a registered representative with over 20 years of experience in the financial services industry. Kenny Carl McGee is currently associated with Robert W. Baird & Co. Inc. Kenny has held previous positions with HEFREN-TILLOTSON, INC. Kenny is licensed to provide securities and investment advisory services in several states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kenny Ernesto Alvarado is a registered representative with Blackrock Investment Management, LLC. Kenny has been in the industry for 3 years and is licensed in all 50 states. Kenny holds Series 7TO, SIE, and Series 66 licenses and is registered as a Registered Representative and an Investment Adviser Representative. Kenny specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Quantum Financial Partners LLC

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Kenrick Moore is an Investment Advisor Representative who has been in the industry since 2000. Kenrick is currently registered with Quantum Financial Partners LLC. Kenrick is registered in Kansas, Missouri, Nebraska, and Texas. Previous firms include Brookstone Securities, Inc., Cambridge Investment Research, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

IRVINE, CA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kent Douglas Struck is a financial advisor in Irvine, CA who is associated with Stifel, Nicolaus & Company, Inc. Kent has been in the industry since November 21, 1992, and has held multiple registrations with various firms including Morgan Stanley and Morgan Stanley Smith Barney. Kent is currently registered in 25 states and holds licenses for the Series 63, Series 31, Series 7, and SIE exams. Kent specializes in investment consulting, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kent McClanahan is a registered representative with RBC Capital Markets, LLC in Minneapolis, MN. Kent has been in the financial services industry since April 22, 2014. Kent holds the Series 7 and SIE licenses. Kent specializes in providing investment advice and portfolio management services to individuals, corporations, charitable organizations, and pooled investment vehicles. Kent is also registered to provide investment advisory services to high-net-worth individuals, pension and profit-sharing plans, insurance companies, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cerity Partners Ocio LLC | CFA ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Kent Edward Muckel is a financial advisor registered with Cerity Partners Ocio LLC. Kent is a Chartered Financial Analyst and holds FINRA Series 3 and Series 30 licenses. Kent has been in the financial industry since January 2010. Kent has worked for Pere lla Weinberg Partners Capital Management LP and Cerity Partners LLC. Kent specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kent is also a registered investment advisor in Colorado.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Richardson, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kent Edward Payne is a financial professional with over 20 years of experience in the financial services industry. Kent has a broad range of experience, holding licenses for Series 3, 7, 52, 53, and 63. Kent currently works as a financial advisor at BOK Financial Securities, Inc., where he provides financial planning and investment advice to individuals, businesses, and families. Kent previously worked at UMB Financial Services, Inc., Investment Professionals, Inc., BOSC, Inc., Advisors Asset Management, Inc., Scott & Stringfellow, Inc., and Morgan Keegan & Company, Inc. Kent has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PORTAGE, MI

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Kent Arthur Ray is a financial advisor with over 38 years of experience in the industry. Kent is a registered representative with Stifel, Nicolaus & Company, Inc. and has been with the firm since February 2017. Prior to joining Stifel, Nicolaus & Company, Inc., Kent was with WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC. Kent has held numerous licenses throughout his career, including Series 63, 66, 7, 22, 39, and SIE. Kent specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kent is registered in 32 states and holds both Broker-Dealer and Investment Advisor licenses. Kent is dedicated to providing clients with personalized financial advice to meet their unique goals.

SPECIALIZATIONS

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

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