Kenneth RobertsCRD Number: 401041
Current Firm: Palouse Capital Management, Inc.
Kenneth Roberts (CRD# 401041) is an Investment Advisor Representative working at Palouse Capital Management, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Charles Schwab & Company, Inc.
|Ken Roberts Investment Mgmt. Inc.||Spokane, WA||Nov 1994 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management264MILLIONS
Total Number of Accounts497ACCOUNTS
Average Account Value$531,918
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, ID, KY, LA, MN, MT, NY, OR, SC, TX, WA, WI
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