Kenneth Donnelly
Kenneth Donnelly is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Ave, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2007Other Business Activities
Kenneth is a member of the Board of Directors for The Joyful Child Foundation, a charity. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ffr Advisory
Fsc Securities CorporationBroker
Quest Capital Strategies, INC.Broker
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
Brown & Company Securities CorporationBroker
Liberty Securities CorporationBroker
William O'neil & Company, IncorporatedBroker
Donnelly Investment Securities CorporationBroker
State Registrations1 state
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.