Kenneth Dale Anderson

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc.
  Greensboro, NC
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Greensboro, NC

Previous Registrations

• 2001-12-31 → 2010-08-12
  Ifg Russell Advisors Inc
  Berwyn, PA
  Greensboro, NC
• 2001-12-31 → 2010-08-04
  American Financial Management Group, Ltd.
  Berwyn, PA
  Greensboro, NC

Other Businesses

Business Name: EXECUTIVE FINANCIAL POSITION: Owner NATURE: For tax filing purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/1995 ADDRESS: 328 E Market St Ste 110, Greensboro NC 27401 DESCRIPTION: Filing my corporate tax return Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: www.Threewide.foundation Investment Related: No Address: P.O. Box 3405 Salisbury NC 28144 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board Member - in order for the organization to receive grant money, a board has to be established of at least 3 members. This will not be a controlling board. Start Date: 12/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Two meetings a year, attend events as able, offer ideas for raising money for the organziation Business Name: GATE CITY ADVISORS POSITION: Senior Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 25 START DATE: 03/01/2023 ADDRESS: 328 East Market Street, Suite 110, Greensboro NC 27401 DESCRIPTION: I provide financial advice to my existing book of business which includes securities and life insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-28
• S63 Uniform Securities Agent State Law Examination
  1986-03-07

Designations

Other Names

• Ken Anderson