Kenneth Agee
Kenneth Agee is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Charles, LA, with 29 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 Ryan St, Ste 302, Lake Charles, LA, 70601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the co-founder/board member/executive director of Disaster Aid USA, chairman of the board for Disaster Aid International, and owner/manager of True North Resource. He also owns Agee Financial Group LLC, where he works as a financial advisor and manages daily business activities, dedicating about a quarter of his time to Disaster Aid USA and full-time hours to Agee Financial Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Investors Capital CORP.Broker
Ffp Securities, INC.Broker
New England SecuritiesBroker
State Registrations11 states
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