Kenneth E. Boone
Professional summary
Kenneth Ezra Boone is a registered financial advisor currently at KENNETH E. BOONE WEALTH MANAGEMENT, LLC located in Oakdale, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kenneth has worked at 6 firms and has passed the Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Ezra Boone's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2018 - Present
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
Office #1: 723 W "f" Street 16777, Oakdale, CA 95361March 21, 1994 - April 27, 2001
FOOTHILL SECURITIES, INC.
November 19, 1989 - March 21, 1994
OSAIC WEALTH, INC.
April 15, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
June 21, 1984 - April 19, 1988
SOUTHMARK FINANCIAL SERVICES, INC.
February 23, 1984 - July 2, 1984
U.S. ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2018)
Exams
Current Firm
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
CRD#: 111971 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 230 |
| AUM (Assets Under Management) | $ 82,900,428 |
Red Flags
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