KH
Kenneth W. Henson
LIBERTY WEALTH MANAGEMENT
San Francisco, CA 94107
Some features on this profile are disabled
CRD#: 6300713
KH
Professional summary
Kenneth William Henson II, CFP®, who also goes by Kenneth William Henson, Kenneth W Henson II, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in San Francisco, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kenneth has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth William Henson | Kenneth W Henson Ii
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.
Name of outside business or organization: Moore Financial Advice Address: 586-B Wisconsin Street, San Francisco, CA 94107 Title: Associate Description of outside business or organization: Investment-related financial firm. Description of duties or responsibilities: Financial sales and services. Start date: 08/2009 Hours devoted to OBA monthly: 144 during trading hrs. / 0 during non-trading hrs. Insurance Agent - Mr. Henson has been licensed in California as an insurance producer/agent soliciting, offering, and selling life-only and variable insurance products with Lifetime Marketing & Planning, Inc. (# 0F17020) since 11/19/2018 (CA Insurance License #0M51614). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. He spends less than 8 hours a month on this activity, generally outside trading hours. Clients are in no way required to utilize any Advisor Representative of LWM regarding such individual's activities outside of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth William Henson II'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®
CFP®
Start date: 2016
Experience
Current
August 7, 2018 - Present
LIBERTY WEALTH MANAGEMENT, LLC
Office #1: 586-b Wisconsin Street, San Francisco, CA 94107RIA
CRD#: 286001
San Francisco, CA
Past
August 6, 2020 - December 10, 2021
AE FINANCIAL SERVICES, LLC
BD
CRD#: 298608
San Francisco, CA
Past
August 6, 2018 - October 10, 2018
LIBERTY GROUP, LLC
RIA
CRD#: 106036
SAN FRANCISCO, CA
Past
August 6, 2018 - September 9, 2020
LIBERTY GROUP, LLC
BD
CRD#: 106036
SAN FRANCISCO, CA
Past
November 21, 2016 - July 13, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
November 21, 2016 - July 13, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
March 17, 2014 - November 18, 2016
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
Registered Investment Advisory firm - (1/19/2018 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.Highlighted states indicate IAR registrations
IAR
California(8/7/2018)
IAR
Texas(11/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS
CRD#: 286001 / SEC#: 801-112351
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,469,902,558 |
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.
