KS
Kenneth R. Symons
KRS TAX & INVESTMENTS
San Jose, CA
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CRD#: 4953531
KS
Professional summary
Kenneth Robert Symons is a registered financial advisor currently at KRS TAX & INVESTMENTS INC. located in San Jose, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kenneth has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Robert Symons'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
May 18, 2023 - Present
KRS TAX & INVESTMENTS INC.
RIA
CRD#: 135453
San Jose, CA
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
California(5/18/2023)
Exams
Current Firm
KT
KRS TAX & INVESTMENTS INC.
KENNETH R SYMONS, TAX AND INVESTMENT MANAGEMENT | SYMONS, KENNETH ROBERT | KRS TAX & INVESTMENTS INC. | KRS INVESTMENTS | KENNETH R. SYMONS, TAX AND INVESTMENT MANAGEMENT
CRD#: 135453 / SEC#:
California
Registered Investment Advisory firm - (1/1/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Jose, CA
Mailing Address
Phone number
(650) 336-3444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 11,963,667 |
Red Flags
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