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Kenneth Greenlee
12 Years of Experience
San Diego, CA
Broker
Kenneth Greenlee is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 12 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2023 - Present · 3 yrs 3 mos
Cetera Investment Services LLCBroker
March 2022 - Present · 4 yrs 2 mos
Cetera Investment Services LLC
March 2022 - Present · 4 yrs 2 mos
Cetera Wealth Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Cetera Wealth Services, LLC
June 2017 - Present · 8 yrs 11 mos
Cetera Advisors LLC
June 2017 - Present · 8 yrs 11 mos
Cetera Advisors LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - February 2023 · 0 mos
Cetera Investment Advisers LLC
November 2020 - February 2023 · 2 yrs 3 mos
Summit Brokerage Services, INC.Broker
July 2017 - December 2019 · 2 yrs 5 mos
Girard Securities, INC.Broker
July 2017 - November 2017 · 4 mos
First Allied Advisory Services, INC.
December 2014 - November 2020 · 5 yrs 11 mos
First Allied Securities, INC.Broker
December 2014 - September 2022 · 7 yrs 9 mos
Cambridge Investment Research Advisors, INC.
September 2013 - December 2014 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
July 2013 - December 2014 · 1 yr 5 mos
State Registrations1 state
CA
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.