Kenneth Eisen
Kenneth Eisen is a registered investment advisor at Canaccord Genuity Wealth Management, based in Vancouver, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGWM USA's advisory fees are calculated as a percentage of the value of your portfolio. The specific fee is negotiated between you and your investment advisor and can vary based on factors such as the advisor, the value of your portfolio, the complexity of services, the securities used, the investment strategy, and the level of administration requested. The advisory fee is shared between your advisor and CGWM USA. The fee is generally billed monthly.
Location
1133 Melville Street, Suite 1100, Vancouver, V6E 4E5
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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.
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Kenneth is a registered representative with Canaccord Genuity Corp, a Canadian broker dealer, focusing on retail options. This activity takes nearly full-time.
Employment History
Current Registrations
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management (USA) INC.Broker
State Registrations32 states
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