Kenneth HarveyCRD Number: 3106294
Current Firm: Infinex Investments, Inc.
Kenneth Harvey (CRD# 3106294) is an Investment Advisor Representative working at Infinex Investments, Inc. in Midlothian, VA and has over 18 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Bank Of The James||Lynchburg, VA||Aug 2013 - Current||3|
|Infinex Investments, Inc.||Lynchburg, VA||Aug 2013 - Current||3|
|Ken Harvey Financial||Lynchburg, VA||Jan 2010 - Aug 2013||3|
|Madison Avenue Securities, Inc.||Lynchburg, VA||Jul 2009 - Aug 2013||4|
|Wachovia Securities, LLC||Forest, VA||Jun 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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
- Selection of other advisers (including private fund managers)
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