Kenneth Beach, financial advisor Newark DE

Kenneth Beach

CRD Number: 6742770
Current Firm: Mercer Global Advisors Inc.

Kenneth Beach (CRD# 6742770) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newark, DE and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Newark, DE Jul 2023 - Current < 1
Mallard Financial Partners, Inc. Newark, DE Jan 2014 - Jun 2023 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Kenneth H. Beach
Phone Number: 888-565-1681
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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