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ChFC

Kenneth Anderson

Kestra Advisory Services, LLC
40 Years of Experience
Greensboro, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Kenneth Anderson is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Greensboro, NC, with 40 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

328 East Market St, Ste 110, Greensboro, NC, 27401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kenneth is the owner of Executive Financial, filing corporate taxes, and is also an Investment Advisor Representative with Kestra Advisory Services, dedicating nearly full-time hours to investment advisory services. He is also a Senior Financial Advisor at Gate City Advisors, providing financial advice including securities and life insurance, and an advisory board member for www.Threewide.foundation.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
NFP Advisor Services, LLC
August 2010 - September 2016 · 6 yrs 1 mo
Ifg Russell Advisors INC
December 2001 - August 2010 · 8 yrs 8 mos
American Financial Management Group, LTD.
December 2001 - August 2010 · 8 yrs 8 mos
Princor Financial Services CorporationBroker
March 1986 - May 2005 · 19 yrs 2 mos
State Registrations15 states
ALAZCTDCFLGAINKYMDMEMINCSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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