Kenneth MarshCRD Number: 4374091
Current Firm: First Citizens Investor Services, Inc.
Kenneth Marsh (CRD# 4374091) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry. Kenneth Marsh 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|First Citizens Investor Services||Raleigh, NC||Apr 2011 - Current||9|
|First Citizens Bank||Raleigh, NC||Mar 2011 - Current||9|
|Wachovia Securities, LLC||Raleigh, NC||Nov 2007 - Mar 2011||3|
|Wachovia Bank, Na||Raleigh, NC||Aug 1990 - Mar 2011||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management981MILLIONS
Total Number of Accounts3,584ACCOUNTS
Average Account Value$273,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV
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