Kenneth Cordella (CRD# 2112355) is an Investment Advisor Representative working at Advisory Services Network in Souderton, PA and has over 13 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Platinum Wealth Advisors | Souderton, PA | Mar 2022 - Current | 2 |
| Advisory Services Network, LLC | Atlanta, GA | Mar 2022 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Dec 2020 - Feb 2022 | 1 |
| Self Employed | Phoenix, AZ | Jun 2020 - Dec 2020 | < 1 |
| Mufg Union Bank | Tempe, AZ | Jan 2019 - Dec 2020 | 1 |
| Ascend Learning | Chandler, AZ | Dec 2017 - Jan 2019 | 1 |
| Groupe Finance Prive | Paris, | Sep 2015 - Dec 2017 | 2 |
| Beneco Trust Company | Scottsdale, AZ | Apr 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
-
Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
-
Average Account Value$280,767
- 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
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.