Stephen Kinsley (CRD# 7193184) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Ridgeland, MS and has over 4 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csenge Advsiory Group, LLC | Clearwater, FL | Oct 2023 - Current | < 1 |
| Lion Street Financial | Ridgeland, MS | Feb 2021 - Current | 3 |
| The Way Church | Brandon, MS | Dec 2019 - Current | 4 |
| Mag Claims Services LLC | Madison, MS | Feb 2019 - Current | 5 |
| Pfs Investments Inc. | Ridgeland, MS | Nov 2019 - Jan 2021 | 1 |
| Primerica Financial Services | Ridgeland, MS | Jul 1981 - Jan 2021 | 39 |
| Reclaimed Project | Starkville, MS | Jul 2018 - Feb 2019 | < 1 |
| Zayo Inc. | Denver, CO | Mar 2018 - Jul 2018 | < 1 |
| Spread Networks LLC | Ridgeland, MS | Jan 2011 - Mar 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MS
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Total Assets Under Management2,753MILLIONS
-
Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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