Kenneth Davis (CRD# 1620035) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Boalsburg, PA and has over 31 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors | Boalsburg, PA | Jun 2016 - Current | 7 |
| Trinity Wealth Group | Boalsburg, PA | Jun 2016 - Current | 7 |
| Kenneth Davis, Dba - Chase Hunt Ranch | Huntington, PA | Jul 2013 - Jan 2017 | 3 |
| State College's Children House | State College, PA | Apr 2015 - Sep 2016 | 1 |
| Centre Life Link | State College, PA | Oct 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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