Kenzie ConwayCRD Number: 3003934
Current Firm: Capital Advisors, Inc.
Kenzie Conway (CRD# 3003934) is an Investment Advisor Representative working at Capital Advisors, Inc. in League City, TX and has over 19 years of experience in the finance industry. Kenzie Conway 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.
Linscomb & Williams
The Goff Financial Group
|Capital Advisors, Inc.||Tulsa, OK||Nov 2014 - Current||2|
|South Texas Money Management, Ltd.||San Antonio, TX||Sep 2013 - Jul 2014||< 1|
|Hom||La Marque, TX||Mar 2009 - Sep 2013||4|
|Charles Schwab Bank||San Antonio, TX||Feb 2005 - Mar 2009||4|
|Charles Schwab & Company, Inc.||Dallas, TX||Aug 1999 - Mar 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management1,552MILLIONS
Total Number of Accounts1,801ACCOUNTS
Average Account Value$861,928
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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