Kenneth Reese (CRD# 5929688) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 12 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Apr 2022 - Current | 2 |
| Black Diamond Financial Solutions | Rehoboth Beach, DE | Jul 2017 - Current | 6 |
| Bdfs Capital LLC | Rehoboth Beach, DE | May 2017 - Current | 6 |
| Ms Howells & Company | Scottsdale, AZ | Jul 2017 - Apr 2022 | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- DE
- PA
- TX
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,493ACCOUNTS
-
Average Account Value$192,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, LA, MD, NJ, NY, PA, TX, VA
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