Kenneth AnnaloroCRD Number: 5977424
Current Firm: Questar Asset Management, Inc.
Kenneth Annaloro (CRD# 5977424) is an Investment Advisor Representative working at Questar Asset Management, Inc. in San Clemente, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Asset Planning, Inc.
|Questar Asset Management||Minneapolis, MN||Jul 2012 - Current||4|
|Questar Capital Corp||Minneapolis, MN||Sep 2011 - Current||5|
|The Corban Group||Oceanside, CA||Dec 2008 - Current||8|
|Promark Financial||Santa Ana, CA||Sep 2001 - Dec 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV