Kenneth Marriott (CRD# 7021835) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 5 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | San Antonio, TX | Oct 2020 - Current | 3 |
Met Healthcare Solutions | Houston, TX | Aug 2020 - Current | 3 |
Us Acute Care Solutions | San Antonio, TX | Jan 2018 - Current | 6 |
Ut Health San Antonio | San Antonio, TX | Jan 2012 - Current | 12 |
Mml Investors Services | San Antonio, TX | Oct 2018 - Oct 2020 | 2 |
Massmutual/capital Strategies | San Antonio, TX | Jan 2018 - Sep 2020 | 2 |
National Medical Providers | Irwing, TX | Nov 2016 - Sep 2018 | 1 |
Neighbors Health | San Antonio, TX | Mar 2017 - Aug 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- TX
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts1,244ACCOUNTS
-
Average Account Value$160,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NE, TX
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