Kenan Kurtz (CRD# 7462722) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has 1 year of experience in the finance industry.
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
CRD# 6952701
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Financial Resources | North Wilkesboro, OH | Aug 2021 - Current | 2 |
| Unemployed | North Wilkesboro, NC | May 2021 - Aug 2021 | < 1 |
| Unc Chapel Hill | Chapel Hill, NC | Aug 2017 - May 2021 | 3 |
| Hops Burger Bar | Chapel Hill, NC | Aug 2018 - Jul 2019 | < 1 |
| Mountain Aire Golf Course | West Jefferson, NC | May 2018 - Aug 2018 | < 1 |
| Park Vista Restaurant | West Jefferson, NC | May 2015 - Jul 2017 | 2 |
| Public School - Ashe County | West Jefferson, NC | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- NC
- PA
- SC
- TX
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$363,376
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CO, FL, MD, NC, PA, SC, TX
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