KD
KD

Kenneth Darnell

20 Years of Experience
Vero Beach, FL
2 DisclosuresBroker

Kenneth Darnell is a registered investment advisor at Truist Advisory Services, INC., based in Vero Beach, FL, with 20 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. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

800 43rd Ave Sw, Vero Beach, FL, 32968

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History

Regulatory History (2)
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.
Customer Dispute
September 2014
Denied
Customer Dispute
June 2011
Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 9 yrs 9 mos
Truist Investment Services, INC.Broker
July 2008 - Present · 17 yrs 10 mos
Truist Investment Services, INC.
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Suntrust Investment Services, INC.
August 2008 - December 2016 · 8 yrs 4 mos
Wachovia Securities, LLCBroker
July 2006 - June 2008 · 1 yr 11 mos
Wachovia Securities, LLC
July 2006 - June 2008 · 1 yr 11 mos
Morgan Stanley
September 2005 - June 2006 · 9 mos
Morgan Stanley Dw INC.Broker
August 2005 - June 2006 · 10 mos
State Registrations17 states
COFLGAIDKYMDNCNJNMNYPARISCTNVAWAWV
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.
Kenneth Darnell - Financial Advisor | TrueAdvisor