Kenneth VanceCRD Number: 6558951
Current Firm: Commonwealth Financial Network
Kenneth Vance (CRD# 6558951) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennett Square, PA and has over 5 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Commonwealth Financial Network||Waltham, MA||Jan 2020 - Current||1|
|Retirement Capital Advisors||Kennett Square, PA||Jan 2020 - Current||1|
|Pacer Financial, Inc.||Malvern, PA||Apr 2018 - Dec 2019||1|
|Pacer Advisors, Inc.||Malvern, PA||Apr 2018 - Dec 2019||1|
|Huntsource||Charlotte, NC||Mar 2018 - Mar 2018||< 1|
|Columbia Management Investment Distributors Inc.||Boston, MA||Sep 2015 - Jan 2018||2|
|Capstone Consulting||Omaha, NE||Jun 2014 - Jul 2015||1|
|College Of Wooster||Wooster, OH||Sep 2011 - May 2015||3|
|Pittsburgh Penguins||Pittsburgh, PA||Jun 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2016|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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