Kenneth Benedict (CRD# 2390009) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 15 years of experience in the finance industry. Kenneth Benedict 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.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Newbury Park, CA | Oct 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Newbury Park, CA | Oct 2023 - Current | < 1 |
| Osaic Wealth, Inc. | Newbury Park, CA | Sep 2023 - Oct 2023 | < 1 |
| Sagepoint Financial, Inc. | Westlake Village, CA | Dec 2015 - Sep 2023 | 7 |
| Pure Financial Advisors, Inc. | San Diego, CA | Feb 2015 - Dec 2015 | < 1 |
| Charles Schwab & Company,inc | Encino, CA | Jun 2013 - Jan 2015 | 1 |
| Charles Schwab Bank | Encino, CA | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
| S63 | Uniform Securities State Law Examination | Jul 2013 |
- CA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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