Kenneth Der, financial advisor Westborough MA
96 score

Kenneth Der

CRD Number: 4610481
Current Firm: Kestra Advisory Services, LLC

Kenneth Der (CRD# 4610481) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westborough, MA and has over 15 years of experience in the finance industry. Kenneth Der has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Fas Corp Wellesley, MA Dec 1976 - Current 41
Nfp Securities, Inc. Westborough, MA Apr 2014 - Apr 2016 2
Cambridge Investment Research, Inc. Fairfield, IA Nov 2010 - Apr 2014 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2010 - Apr 2014 3
Hd Vest Advisory Services Wellesley, MA Jul 2003 - Nov 2010 7
Hd Vest Wellesley, MA Sep 2002 - Nov 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Kenneth Der
Phone Number: 7374437101
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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