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KF

Kenneth W. Finnell

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CRD#: 1184110
KF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Wayne Finnell, who also goes by Ken Finnell, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1986. Kenneth had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Finnell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 29, 2021 - July 30, 2021

JOHN P. DUBOTS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 312676
TEMECULA, CA
Past

August 20, 2018 - July 30, 2021

JOHN P. DUBOTS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144468
TEMECULA, CA
Past

April 3, 2012 - August 13, 2018

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
WINCHESTER, CA
Past

April 3, 2012 - August 13, 2018

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
WINCHESTER, CA
Past

January 4, 2010 - April 23, 2012

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
TEMECULA, CA
Past

November 9, 2009 - April 23, 2012

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
TEMECULA, CA
Past

August 24, 2007 - November 17, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
EL SEGUNDO, CA
Past

August 23, 2007 - November 17, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
EL SEGUNDO, CA
Past

May 30, 2006 - August 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
HOUSTON, TX
Past

May 5, 2006 - August 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
HOUSTON, TX
Past

April 21, 2004 - May 16, 2006

RJL FINANCIAL NETWORK, L.L.C.

RIA
CRD#: 128074
OMAHA, NE
Past

October 3, 2002 - May 9, 2006

SECURITIES AMERICA, INC.

BD
CRD#: 10205
DALLAS, TX
Past

May 3, 2002 - September 30, 2002

THE ADVISORS GROUP, INC.

RIA
CRD#: 14035
SAN DIEGO, CA
Past

July 6, 2001 - May 8, 2006

RAYMOND J. LUCIA COMPANIES, INC.

RIA
CRD#: 115670
SAN DIEGO, CA
Past

July 24, 1995 - September 30, 2002

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

July 18, 1994 - December 7, 1995

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

September 5, 1991 - February 23, 1994

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

September 5, 1991 - December 7, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

April 30, 1986 - September 6, 1991

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/28/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JP
JOHN P. DUBOTS CAPITAL MANAGEMENT, LLC
JOHN P. DUBOTS CAPITAL MANAGEMENT, LLC

CRD#: 312676 / SEC#:

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Contact information


Main Address
Temecula, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JOHN P. DUBOTS CAPITAL MANAGEMENT, LLC

CRD#: 312676

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