KB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
5582 West Henrietta Road, West Henrietta, NY, 14586
Get directionsRegulatory 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 →Other Business Activities
Kenneth is associated with Horizon Advisory Services, Inc. as a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Private Client Services, LLC Broker
January 2021 - Present · 5 yrs
Horizon Financial
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
September 2020 - December 2020 · 3 mos
Securities America, INC.Broker
September 2020 - December 2020 · 3 mos
Ssn Advisory, INC.
September 2019 - September 2020 · 1 yr
Securities Service Network, LLCBroker
June 2015 - September 2020 · 5 yrs 3 mos
Cadaret Grant & CO INC
November 2011 - June 2015 · 3 yrs 7 mos
Cadaret, Grant & Co., INC. Broker
October 2011 - June 2015 · 3 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
September 2010 - November 2011 · 1 yr 2 mos
Lincoln Financial Advisors Corporation
September 2010 - November 2011 · 1 yr 2 mos
J.P. Turner & Company, L.L.C.Broker
March 2010 - October 2010 · 7 mos
J P Turner & Company Capital Management, LLC
December 2009 - October 2010 · 10 mos
Partners Capital Management, INC.
June 2008 - July 2010 · 2 yrs 1 mo
State Registrations19 states
AZCOFLGAILINMAMDMENCNVNYOHPASCTNTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.