KM
KM
Kenneth Merritt is a registered investment advisor at Destra Capital Advisors LLC, based in Frisco, TX, with 32 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 2 clients with $460M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$463.8M
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Location
Frisco, TX
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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 →Employment History
Current Registrations
Destra Capital Advisors LLC
October 2016 - Present · 10 yrs
Destra Capital Investments LLC
October 2012 - Present · 14 yrs
Destra Capital Investments LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Hodges Capital Management INC
June 2008 - June 2012 · 4 yrs
First Dallas Securities IncorporatedBroker
June 2008 - June 2012 · 4 yrs
Goldman, Sachs & CO.Broker
December 2001 - May 2008 · 6 yrs 5 mos
Edward JonesBroker
July 1994 - December 2001 · 7 yrs 5 mos
Montano Securities CorporationBroker
February 1994 - August 1994 · 6 mos
State Registrations2 states
ILTX
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.
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