Kenneth Stovall, financial advisor Atlanta GA
63 score

Kenneth Stovall

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Kenneth S. Stovall
Phone Number: 404-554-4999
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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