Kenneth Marx
Kenneth Marx is a registered investment advisor at Cetera Investment Advisers LLC, based in Washington, PA, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
111 Washington St, Washington, PA, 15301
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Regulatory History
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 ActivitiesSells Insurance
Kenneth sells fixed insurance products, including life insurance, annuities, long-term care, and Medicare plans, dedicating a few hours per week. He also owns Station Capital Tax Services, LLC, providing tax preparation and bookkeeping services, and is an assistant vice-president at Station Capital Inc., a DBA for his insurance business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations4 states
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