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KB

Kenneth D. Bennett

KENNETH DEAN BENNETT
LYNCHBURG, VA
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CRD#: 6392395
KB

Professional summary


Kenneth Dean Bennett, ChFC®, CLU® is a registered financial advisor currently at KENNETH DEAN BENNETT located in Lynchburg, Virginia.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kenneth has worked at 1 firm .

top-8-questions

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.
PROPERTIES UNLIMITED LLC - PARTNER, ESTABLISHED JANUARY, 14, 2010. NON-INVESTMENT-RELATED. 2219 CAMBRIDGE PLACE., LYNCHBURG, VA 24503 THIS IS A SINGLE RESIDENTIAL CONDO THAT IS MANAGED APPROXIMATELY 1 HOUR PER MONTH AFTER SECURITIES TRADING HOURS. CONDUCTS INCOME STATEMENT AND RECORDS INCOME AND EXPENSES FOR TAX FILINGS. WELLNESS BY DESIGN LLC - PARTNER. ESTABLISHED NOVEMBER 2, 2004. NON-INVESTMENT-RELATED. 2219 CAMBRIDGE PLACE., LYNCHBURG, VA 24503 APPROXIMATE RANGE OF TIME IS 5 TO 10 HOURS PER MONTH DEVOTED TO THE BUSINESS. TIME DEVOTED IS AFTER SECURITIES TRADING HOURS. SERVE ADMINISTRATIVE FUNCTION AND SUPPORT. RECORDS INCOME AND EXPENSES FOR TAX FILINGS, ATTENDS CONFERENCES AND TRAININGS. THIS BUSINESS IS A SELLS A NUTRITIONAL PRODUCT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Dean Bennett'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®
ChFC®

Experience


Current

September 18, 2014 - Present

KENNETH DEAN BENNETT

RIA
CRD#: 172410
LYNCHBURG, VA

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
Virginia
(9/18/2014)

Exams


Current Firm


KD
KENNETH DEAN BENNETT
ALL THINGS FINANCIAL LLC | KENNETH DEAN BENNETT | BENNETT, KENNETH DEAN | ALL THINGS FINANCIAL, LLC | ALL THINGS FINANCIAL LLC DBA KENNETH DEAN BENNETT

CRD#: 172410 / SEC#:

Virginia
Registered Investment Advisory firm - (9/18/2014 Approved)
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Contact information


Main Address
Lynchburg, VA
Mailing Address
Phone number
(434) 944-6501
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


KENNETH DEAN BENNETT

CRD#: 172410Lynchburg, VA

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