Kenneth McClintock (CRD# 2388691) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifs Financial Services | Cincinnati, OH | Dec 2022 - Current | 1 |
| Touchstone Securities Inc. | Cincinnati, OH | Dec 2022 - Dec 2022 | < 1 |
| Pacific Life | Newport Beach, CA | Jul 2004 - Nov 2022 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
| S63 | Uniform Securities State Law Examination | Oct 1994 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management26,739MILLIONS
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Total Number of Accounts39ACCOUNTS
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Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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