Kenneth Warren Wren

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → Present
  Raymond James Financial Services
  Suffolk, VA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Suffolk, VA
• 12/2009 → Present
  Nansemond Suffolk Academy
  Suffolk, VA
• 10/2011 → 06/2022
  Towne Investment Group
  Suffolk, VA
• 12/2019 → 06/2022
  Towne Investment Group
  Suffolk, VA
• 02/2004 → Present
  Townebank
  Suffolk, VA

Other Businesses

(1)Name of Business: Portsmouth Chesapeake Area Foundation Address: 5806 Harbour View Blvd, Suffolk, VA, 23435, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 12/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The foundation grants funds to local school systems for purchase of equipment needed to provide for special needs students (2)Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/19/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities; FID bank investment division brand name

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-21
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Other Names

• Ken Wren