Kenneth Eisen
Kenneth Eisen is a registered investment advisor at Canaccord Genuity Wealth Management, based in Vancouver, with 23 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 Investment Management. Their firm serves 80 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canaccord Genuity Wealth Management (USA) charges fees based on the value of the assets in your portfolio. These advisory fees are typically calculated as a percentage of your investments and are negotiated directly between you and your advisor, varying based on factors such as account size, services provided, and investment strategy. Fees are generally billed monthly in arrears. There is a minimum account size of $100,000 to open an account, though the firm may waive this requirement at its discretion.
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.
Learn about disclosures →Other Business Activities
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
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
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