Kenneth Offenberg
Kenneth Offenberg is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6805 Carnegie Blvd, Suite 350, Charlotte, NC, 28211
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Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Kenneth is a co-trustee of a family trust since 2005, spending minimal time on it. He is also a trustee for his father and his father's pension plan, dedicating minimal time to these activities as well.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.