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KA

Kenneth L. Archer

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CRD#: 4544791
KA

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 Lee Archer was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 2002. Kenneth had worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 17, 2017 - August 21, 2017

EK RILEY INVESTMENTS, LLC

RIA
CRD#: 121003
Bend, OR
Past

December 1, 2010 - July 15, 2015

MANGAN WEALTH MANAGEMENT

RIA
CRD#: 143863
SEATTLE, WA
Past

November 19, 2009 - September 23, 2010

EK RILEY INVESTMENTS, LLC

RIA
CRD#: 121003
SEATTLE, WA
Past

November 1, 2006 - March 5, 2007

ELLIOTT COVE CAPITAL MANAGEMENT

RIA
CRD#: 123636
SEATTLE, WA
Past

June 21, 2002 - October 24, 2006

GARLAND CAPITAL MANAGEMENT INC

RIA
CRD#: 108182
BELLEVUE, WA

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
IAR
Series 65
Date: 6/19/2002
Uniform Investment Adviser Law Examination

Current Firm


ER
EK RILEY INVESTMENTS, LLC
DIAZO WEALTH GROUP AT E.K. RILEY INVESTMENTS, LLC | EK RILEY INVESTMENTS, LLC

CRD#: 121003 / SEC#: 801-78547, 8-65369

BD
Terminated by SEC on 01/01/2021
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Contact information


Main Address
1420 5th Avenue Suite 3300, Seattle, WA 98101
Mailing Address
Phone number
Established
Washington since 05/08/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
EK RILEY & CO., INC.MEMBER
LOUCH, AARON DAVIDCCO / CHIEF FINANCIAL OFFICER2662983

Disclosures


Regulatory Event3

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


EK RILEY INVESTMENTS, LLC

CRD#: 121003

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