KC
KC

Kenneth Calhoun

35 Years of Experience
Charlotte, NC
Broker

Kenneth Calhoun is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

831 E Morehead St, Ste 460, Charlotte, NC, 28202

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Kenneth owns Basswood Creek Farms, an agriculture business, dedicating about a quarter of his time. He also owns 33.33% of Nine Bridge Financial Partners, LLC, spending nearly full-time hours on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
February 2021 - Present · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - February 2021 · 18 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - February 2021 · 20 yrs 4 mos
First Union Brokerage Services, INC.Broker
January 1996 - October 2000 · 4 yrs 9 mos
Interstate/johnson Lane CorporationBroker
June 1993 - January 1996 · 2 yrs 7 mos
Painewebber IncorporatedBroker
August 1990 - June 1993 · 2 yrs 10 mos
Pruco Securities CorporationBroker
October 1989 - January 1990 · 3 mos
The Prudential Insurance Company of AmericaBroker
October 1989 - January 1990 · 3 mos
State Registrations46 states
ALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
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.
Kenneth Calhoun - Financial Advisor | TrueAdvisor