Kenneth BollingerCRD Number: 2461770
Current Firm: Wealthshield Partners, LLC
Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 25 years of experience in the finance industry. Kenneth Bollinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Emerald Investment Partners, LLC||Cary, NC||May 2017 - Current||5|
|Niagara International Capital Limited||Clarence, NY||May 2017 - Current||5|
|Principal Financial Company||Raleigh, NC||Aug 2016 - May 2017||< 1|
|Raymond James & Associates||New York, NY||Apr 2012 - Aug 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management914MILLIONS
Total Number of Accounts1,330ACCOUNTS
Average Account Value$686,873
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV
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