Kenton Wilson
Kenton Wilson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Saint Petersburg, FL, with 36 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
112 44th Ave. N, Saint Petersburg, FL, 33703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenton is an advisory representative of an RIA, spending about half his time on this and trading. He is also an independent insurance agent for various companies, dedicating minimal time to this activity, and owns real estate. Kenton is also the president of Wilson, Wilson & Company Retirement and Estate Planning Inc, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Ascend Financial Services, INC.Broker
Advantage Capital CorporationBroker
Mimlic Sales CorporationBroker
MML Investors Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 states
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.