Kenneth A. Corlett
Professional summary
Kenneth A Corlett, CFP®, who also goes by Ken Corlett, is a registered financial advisor currently at CORLETT FINANCIAL, INC. located in San Diego, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kenneth has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth A Corlett's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
September 15, 2017 - Present
CORLETT FINANCIAL, INC.
Office #1: 9655 Granite Ridge Drive Suite 200, San Diego, CA 92123July 22, 2015 - September 14, 2017
WORTHPOINTE
June 9, 2011 - August 4, 2015
FFEC WEALTH PARTNERS LLC
June 3, 2011 - August 4, 2015
FFEC WEALTH PARTNERS LLC
December 2, 2002 - June 2, 2011
WFP SECURITIES
June 21, 2001 - June 2, 2011
WFP SECURITIES
November 15, 1995 - June 20, 2001
WOODBURY FINANCIAL SERVICES, 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
(9/15/2017)
(1/22/2018)
Exams
Current Firm
CORLETT FINANCIAL, INC.
CRD#: 289019 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 25,731,981 |
Red Flags
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