KC
ChFC
KC
ChFC
Kenneth Carpel
57 Years of Experience
Philadephia, PA
1 DisclosureBrokerSells Insurance
Kenneth Carpel is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Philadephia, PA, with 57 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Philadephia, PA
Get directionsHistory
Regulatory History (1)
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Regulatory
February 1985Final
Other Business ActivitiesSells Insurance
Kenneth works as an insurance agent selling fixed insurance products with various companies since April 2024. This requires minimal time, about one hour per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2004 - June 2021 · 16 yrs 11 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
November 1996 - January 2004 · 7 yrs 2 mos
Philadelphia Life Asset Planning CompanyBroker
August 1968 - October 1996 · 28 yrs 2 mos
State Registrations24 states
CACOCTDEFLGAHIINKYMAMDMINCNHNJNMNYOHPASCTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.