KL
KL

Kenneth Larkin

25 Years of Experience
Bend, OR
Broker

Kenneth Larkin is a registered investment advisor at D.A. Davidson & CO., based in Bend, OR, with 25 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, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

360 SW Bond Street, Suite 300, Bend, OR, 97702

Get directions

History

Regulatory History
Clean regulatory record

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 owns commercial rental property in Redmond, OR, dedicating minimal time to it. He also works as a pickleball instructor in Bend, OR, spending a few hours per week during trading hours.

Employment History
Current Registrations
D.A. Davidson & CO.
June 2017 - Present · 9 yrs 1 mo
D.A. Davidson & CO.
June 2017 - Present · 9 yrs 1 mo
D.A. Davidson & CO.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2014 - June 2017 · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2007 - June 2017 · 10 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
November 2000 - May 2007 · 6 yrs 6 mos
State Registrations15 states
AKARAZCAFLGAIDMAMDNMNVOHORTXWA
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.