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Kenneth Easterling

37 Years of Experience
Prattville, AL
1 DisclosureBroker

Kenneth Easterling is a registered investment advisor at Edward Jones, based in Prattville, AL, with 37 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

131 West Main Street, Prattville, AL, 36067

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History

Regulatory History (1)
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Customer Dispute
March 2007
Denied
Other Business Activities

Kenneth is the proprietor of a commercial rental property in Prattville, AL since 1996, and co-manager of LTE Properties LLC, a family partnership to hold real estate, since 2017. He dedicates minimal time to these activities.

Employment History
Current Registrations
Edward Jones
January 2007 - Present · 19 yrs 4 mos
Edward JonesBroker
February 1992 - Present · 34 yrs 3 mos
Previous Registrations
Primevest Financial Services, INC.Broker
October 1988 - January 1992 · 3 yrs 3 mos
State Registrations21 states
ALARAZCACOCTDCFLGALAMIMOMSNCOHOKSCTNTXVAWI
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.