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KC

Kenneth R. Council

CPA ADVISORY SERVICES, P.C.
SUN CITY, AZ 85373
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CRD#: 2918365
KC

Professional summary


Kenneth Robert Council, who also goes by Kenneth Council, is a registered financial advisor currently at CPA ADVISORY SERVICES, P.C. located in Sun City, Arizona.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kenneth has worked at 4 firms and has passed the Series 63, Series 65, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kenneth Council

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.
KENNETH R. COUNCIL, CPA, PC. - CPA FIRM - OWNER - I WORK OUT OF HOME AND SPEND ABOUT 10% OF MY TIME DOING TAX RETURNS. ; NON-INVESTMENT RELATED.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Robert Council's CRS (Customer Relationship Summary).

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


Current

March 27, 2000 - Present

CPA ADVISORY SERVICES, P.C.

Office #1: 10451 W. Palmeras Drive #130, Sun City, AZ 85373
RIA
CRD#: 114170
SUN CITY, AZ
Past

January 28, 2002 - March 31, 2005

LEO BROKERAGE, LLC

BD
CRD#: 109121
HURST, TX
Past

March 27, 2000 - December 31, 2013

CPA ADVISORY SERVICES, P.C.

RIA
CRD#: 114170
CAVE CREEK, AZ
Past

March 23, 2000 - December 31, 2005

CPA ADVISORY SERVICES, P.C.

RIA
CRD#: 114170
SCOTTSDALE, AZ
Past

October 4, 1999 - December 31, 2001

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
COLUMBUS, OH
Past

October 23, 1997 - September 30, 1999

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/27/2000)
IAR
California
(6/7/2021)
IAR
Illinois
(7/20/2022)
IAR
Texas
(6/2/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/20/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1999
General Securities Principal Examination

Current Firm


CA
CPA ADVISORY SERVICES, P.C.
CPA ADVISORY SERVICES, INC. | CPA ADVISORY SERVICES, P.C.

CRD#: 114170 / SEC#:

Arizona
Registered Investment Advisory firm - (3/27/2000 Approved)
California
Registered Investment Advisory firm - (6/7/2021 Approved)
Illinois
Registered Investment Advisory firm - (7/20/2022 Approved)
Texas
Registered Investment Advisory firm - (5/6/2022 Conditional Restricted)
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Contact information


Main Address
7373 E. Doubletree Ranch Rd. #255, Scottsdale, AZ 85258
Mailing Address
Po Box 27080, Scottsdale, AZ 85255
Phone number
(480) 860-1252
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts330
AUM (Assets Under Management)$ 75,547,651

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


CPA ADVISORY SERVICES, P.C.

CRD#: 114170Sun City, AZ 85373

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