Kenneth Barkus
Kenneth Barkus is a registered investment advisor at A.G.P / Alliance Global Partners, based in Newport Beach, CA, with 30 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
1201 Dove Street, Suite 200, Newport Beach, CA, 92660
Get directionsHistory
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 Activities
Kenneth referees youth soccer games for the Montana Youth Soccer Association and the Montana Officials Association. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Adviser Dealer Services, INC.Broker
R a F Financial CorporationBroker
D.A. Davidson & CO.Broker
State Registrations37 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.