KA
Kenny Avenil
LATITUDE ADVISORS
Aberdeen, NJ 07747
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CRD#: 4585750
KA
Professional summary
Kenny Avenil is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Aberdeen, New Jersey and GWN SECURITIES INC. located in Aberdeen, New Jersey.
Kenny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kenny has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
LATITUDE ADVISORS, LLC - 1075 ROUTE 34, STE E, FL 2, ABERDEEN NJ 07747 DESCRIPTION: FEE BASED ASSET MANAGEMENT IA REP, 2-5 HOURS PER WEEK DURING TRADING HOURS KENNY AVENIL CPA LLC POSITION: Member NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2021 ADDRESS: 1075 ROUTE 34, STE E, FL 2, ABERDEEN NJ 07747, United States DESCRIPTION: Manage a CPA firm. "AVENIL & LABKOVSKI, LLC",Is Not Investment Related,"1075 ROUTE 34, SUITE E, , ABERDEEN, NJ, 07747, USA",CPA FIRM INVESTMENT RELATED,MEMBER,2007-01-01,175 hours per month,8 hours per month during trading hours,Salary Compensation,CPA PARTNER PREMIER CONSULTANTS LLC,Is Not Investment Related,"1075 ROUTE 34, SUITE E, , ABERDEEN, NJ, 07747, USA","CONSULTING FOR SMALL BUSINESS RE MANAGERIAL, MARKETING AND COST SAVING MATTERS",MEMBER,2015-02-07,5 hours per month,5 hours per month during trading hours,Fee Based Compensation,"CONSULTING FOR SMALL BUSINESS RE MANAGERIAL, MARKETING AND COST SAVING MATTERS" INSURANCE SALES Is Not Investment Related, Insurance Agent, 2022-11-11,1 hours per month, 1 hours per month during trading hours, Commission Compensation, "Sale Life, Health, LTC, Disability and Annuities."
CRS (Client Relationship Summary) - RIA
Click below to view Kenny Avenil'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®
NoneExperience
Current
September 26, 2017 - Present
LATITUDE ADVISORS, LLC
Office #1: 1075 Route 34 Suite E. 2nd Fl., Aberdeen, NJ, 07747RIA
CRD#: 151001
Aberdeen, NJ
Current
January 6, 2010 - Present
GWN SECURITIES INC.
Office #1: 1075 Route 34 Suite E. 2nd Fl., Aberdeen, NJ, 07747RIA
BD
CRD#: 128929
Aberdeen, NJ
Past
September 7, 2005 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
MATAWAN, NJ
Past
January 7, 2005 - October 5, 2005
LONG ISLAND FINANCIAL GROUP, INC.
BD
CRD#: 31148
ROSLYN, NY
Past
September 15, 2004 - December 8, 2004
LONG ISLAND FINANCIAL GROUP, INC.
BD
CRD#: 31148
ROSLYN, NY
Past
October 16, 2002 - September 8, 2004
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/6/2010)
RR
New Jersey(1/6/2010)
IAR
New Jersey(9/26/2017)
RR
New York(1/6/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
