Kenneth Burkett
Kenneth Burkett is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Fresno, CA, with 29 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
1318 East Shaw Avenue, Suite 200, Fresno, CA, 93710
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2016Customer Dispute
October 2010Other Business Activities
Kenneth is an officer/director at Burkett Farms, dedicating about a quarter of his time to farming and farm management. He also owns Capital Financial & Insurance Services, Inc., spending about half his time on marketing securities and advisory business, with 40 of those hours dedicated to securities trading.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Capital Financial Services, INC.Broker
Arm Securities CorporationBroker
Harbour Investments, INC.Broker
Scottsdale Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations23 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.
Exams
More Advisors
- Dennis ContrestanoIndependent Financial Group, LLC
- Robert GunningIndependent Financial Group, LLC
- Andrew Flores, CFPPortfolio Advisors, INC.
- Jaisy Prem, CFPNorthstar Investment Advisory LLC
- Rick Staggs, CFPCommonwealth Financial Network
- Carole Ford, CFPPerennial Financial Services