KM
CFP
KM
CFP

Kenneth Moorefield

12 Years of Experience
Glen Allen, VA
Broker

Kenneth Moorefield is a CFP-designated registered investment advisor, based in Glen Allen, VA, with 12 years of industry experience.

Location

301 Concourse Blvd, Ste 220, Glen Allen, VA, 23059

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History

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.

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Other Business Activities

Kenneth is an officer and president of Moorefield Wealth Management, providing wealth management and financial planning services. This takes about half of Kenneth's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Edward Jones
October 2013 - January 2024 · 10 yrs 3 mos
Edward JonesBroker
July 2013 - January 2024 · 10 yrs 6 mos
State Registrations10 states
CAFLIAMDNCOHSCSDVAWV
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.