Kenneth Calcutt
CRD Number: 4731225
Current Firm: Good Life Advisors, LLC
Compensation Model: Both
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Good Life Advisors, LLC | Columbia, SC | Aug 2014 - Current | 9 |
| Lpl Financial, LLC | Columbia, SC | Jul 2014 - Current | 9 |
| Palmetto Half Marathon (ntbc) | Columbia, SC | Apr 2010 - Current | 14 |
| Various Insurance Carriers For W&r Insurance Agencies | Columbia, SC | Apr 2004 - Current | 20 |
| Pepsi Bottling Group | Columbia, SC | May 2001 - Current | 22 |
| Waddell & Reed, Inc. | Columbia, SC | Nov 2003 - Jul 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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