Kenneth Cullipher
Kenneth Cullipher is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Charlotte, NC, with 50 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
9500 Squirrel Hollow Lane, Charlotte, NC, 28270
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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 is an independent insurance agent for various independent insurance companies through Kapital Accumulation Concepts, dedicating a few hours per week. He is also an advisory representative of a Registered Investment Advisor, CIRA, taking about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Forth Financial Securities, CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.