Kenneth Fincher (CRD# 1910915) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Rancho Santa Fe, CA and has over 29 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, Llc Dba Wealth Advisors, Inc. | Rancho Santa Fe, CA | Nov 2023 - Current | < 1 |
| Wealth Advisors, Inc. | Rancho Santa Fe, CA | Oct 2003 - Feb 2024 | 20 |
| First Allied Securities Inc. | San Diego, CA | Apr 2014 - May 2019 | 5 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Apr 2014 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
- CA
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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