Kaneil Menlove, financial advisor Provo UT
87 score

Kaneil Menlove

CRD Number: 6264013
Current Firm: Paragon Wealth Management

Kaneil Menlove (CRD# 6264013) is an Investment Advisor Representative working at Paragon Wealth Management in Provo, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Paragon Wealth Management Provo, UT Oct 2012 - Current 4
Utah Valley University Orem, UT Aug 2010 - Apr 2013 2
Evans Grader & Paving Provo, UT Aug 2012 - Oct 2012 < 1
Osborn Companies Provo, UT Apr 2010 - Jul 2012 2
Tule River Tribal Council Porterville, CA Sep 2008 - Apr 2010 1
Darden Company Visalia, CA May 2008 - Aug 2008 < 1
Darden Company Orem, UT Jul 2007 - May 2008 < 1
Brigham Young University Provo, UT Jan 2007 - Apr 2008 1
Western Community Bank Pleasant Grove, UT Nov 2006 - Jul 2007 < 1
Church Of Jesus Christ Of Latter Day Saints Taipei, Mar 2005 - Oct 2006 1

Kaneil Menlove has no recent exams reported.
Contact Info for Kaneil Menlove
Phone Number: 801-375-2500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $266,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, TX, UT

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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