Kenneth Alfred Moraif

CFP

Retirement Planners of America

24 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Retirement Planners of America

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

6,827 clients

Average Client Portfolio

$582K average

Assets Under Management

$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History (2)

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Employment Separation After Allegations

December 2010

Customer Dispute

September 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kenneth works as an independent insurance agent for various independent insurance companies. This activity is insurance-related.

Employment History

Current Registrations

Retirement Planners of America

April 2011 - Present · 14 yrs 10 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

May 2009 - June 2011 · 2 yrs 1 mo

Eagle Strategies LLC

July 2001 - May 2009 · 7 yrs 10 mos

State Registrations4 states

CACOLATX

Advisor

Exams

No exam information available for this advisor.