KP
KP

Kenneth Perkins

38 Years of Experience
Steubenville, OH
2 DisclosuresBrokerSells Insurance

Kenneth Perkins is a registered investment advisor at Cetera Investment Advisers LLC, based in Steubenville, OH, with 38 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

255 N 3rd St, Steubenville, OH, 43952

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History

Regulatory History (2)
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Customer Dispute
November 2021
Denied
Customer Dispute
September 2008
Denied
Other Business ActivitiesSells Insurance

Kenneth is an independent insurance agent since 1985 and owner of Tri State Financial Services, LLC, which focuses on fixed insurance sales, taking a few hours per week. He also owns rental property, serves on two soil and water conservation district boards, and is a board member of a non-profit cultural trust.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
October 2009 - September 2013 · 3 yrs 11 mos
Walnut Street Securities, INC.Broker
November 2007 - September 2013 · 5 yrs 10 mos
New England Securities Corporation
January 2006 - November 2007 · 1 yr 10 mos
New England SecuritiesBroker
December 1995 - November 2007 · 11 yrs 11 mos
Metlife Securities INC.Broker
June 1987 - November 1995 · 8 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
June 1987 - November 1995 · 8 yrs 5 mos
State Registrations22 states
AZCACODCFLGAILKSKYMDMINCNHNJNYOHPASCTXVAWAWV
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.