Kenneth Reese, financial advisor Milford DE
93 score

Kenneth Reese

CRD Number: 5929688
Current Firm: Bdfs Capital LLC

Kenneth Reese (CRD# 5929688) is an Investment Advisor Representative working at Bdfs Capital LLC in Milford, DE and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Black Diamond Financial Solutions Milford, DE Jul 2017 - Current < 1
Ms Howells & Company Scottsdale, AZ Jul 2017 - Current < 1
Lpl Financial, LLC Milford, DE Nov 2014 - Jul 2017 2
Guardian Life Insurance Company Lancaster, PA Apr 2011 - May 2017 6
Park Avenue Securities Lancaster, PA May 2011 - Nov 2014 3
Uncb Lancaster, PA Sep 2008 - May 2011 2
Student Lancaster, PA Sep 2000 - Sep 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Kenneth L. Reese
Phone Number: 302-265-2236
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $226,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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