Kenneth Knox
Kenneth Knox is a registered investment advisor at Kestra Advisory Services, LLC, based in Marshall, TX, with 24 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
216 E Travis St, Marshall, TX, 75670
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2023Customer Dispute
June 2020Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Kenneth is an advisor and owner of Noble Wealth Advisors, conducting registered rep activities, insurance, and investment advisory services through Kestra. He also dedicates about 10-20% of his time to team roping and another 10-20% to back office operations for Knox Financial Advising Inc.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Securian Financial Services, INC.Broker
State Registrations6 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.