DK
CFP
DK
CFP
D. Kensinger is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 42 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020Settled
Employment Separation After Allegations
September 2013Employment Separation After Allegations
August 2013Customer Dispute
June 2009Settled
Customer Dispute
April 2001Denied
Other Business Activities
D. operates under the DBA Kensinger & Co., LLC since 2013. D. also works part-time as a Tai Chi instructor at the YMCA, dedicating minimal time.
Employment History
Current Registrations
Bcg Securities, INC.
October 2013 - Present · 12 yrs 6 mos
Bcg Securities, INC.Broker
September 2013 - Present · 12 yrs 7 mos
Previous Registrations
Private Advisor Group, LLC
December 2012 - September 2013 · 9 mos
LPL Financial LLCBroker
December 2012 - September 2013 · 9 mos
RBC Capital Markets, LLC
December 1999 - December 2012 · 13 yrs
RBC Capital Markets, LLCBroker
March 1998 - December 2012 · 14 yrs 9 mos
Dain Rauscher IncorporatedBroker
March 1983 - March 1998 · 15 yrs
State Registrations22 states
ALARAZCACOFLIAIDILKSMAMDMNMOMTNCNENYORPATXWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.