TrueAdvisor
TrueAdvisor
KW
CFP
KW
CFP

Kenneth Webb

Equitable Advisors, LLC
27 Years of Experience
Morristown, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Kenneth Webb is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Morristown, NJ, with 27 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

10 Madison Avenue, 2nd Floor, Morristown, NJ, 07960

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Equitable Advisors, LLC
September 2018 - Present · 8 yrs 1 mo
Equitable Advisors, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
October 2013 - July 2018 · 4 yrs 9 mos
AXA Advisors, LLCBroker
April 1999 - July 2018 · 19 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1999 - January 2000 · 9 mos
State Registrations16 states
CACTDEFLGAILKSMDMNNCNJNYPASCTXVA
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.
More Advisors
More financial advisors in Morristown, NJ →All financial advisors in New Jersey →