Kenneth Boone (CRD# 2451808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dixon, IL and has over 30 years of experience in the finance industry. Kenneth Boone 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.
CRD# 4432620
Commonwealth Financial Network
CRD# 6461357
Raymond James & Associates, Inc.
CRD# 2019731
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| N/a | Dixon, IL | Dec 2011 - Current | 12 |
| Midland States Bank | Dixon, IL | Jul 2011 - Current | 12 |
| N/a | Dixon, IL | Jul 2011 - Current | 12 |
| Midland Financial Strategies | Dixon, IL | Jun 2010 - Current | 13 |
| Raymond James Financial Services | Dixon, IL | Mar 2010 - Current | 14 |
| Firm: Midland States Bank | Dixon, IL | Mar 2020 - Jul 2023 | 3 |
| Midland Wealth Management | Dixon, IL | Mar 2010 - Jul 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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