Kenneth StovallCRD Number: 1068508
Current Firm: Berman Capital Advisors, LLC
Kenneth Stovall (CRD# 1068508) is an Investment Advisor Representative working at Berman Capital Advisors, LLC in Atlanta, GA and has over 33 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Berman Capital Advisors, LLC||Atlanta, GA||Apr 2015 - Current||1|
|Robertson Stephens Securities||San Francisco, CA||Jun 2014 - Apr 2015||< 1|
|Robert Stephens Advisors||San Francisco, CA||Jun 2013 - Apr 2015||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2013 - Jun 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||San Francisco, CA||Jul 2002 - Jun 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management959MILLIONS
Total Number of Accounts1,486ACCOUNTS
Average Account Value$645,554
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, NY, TN, TX
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