Kenneth Stephenson (CRD# 4922591) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 19 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quest 10 Wealth Builders, Inc. (formerly Kds Investment Manageme | Fuquay-varina, NC | Jun 2010 - Current | 13 |
| Complete Financial Solutions | Willow Spring, NC | Jan 2005 - Current | 19 |
| Q3 Asset Management Corp. | Birmingham, MI | Apr 2013 - Jan 2018 | 4 |
| Global Financial Private Capital | Sarasota, FL | Dec 2013 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
- NC
- TX
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts868ACCOUNTS
-
Average Account Value$180,825
- 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)
- Educational seminars/workshops
NC, SC, TX, VA
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