KS
KS

Kenneth Santos Silva-Ballard

9 Years of Experience
1 Disclosure
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

Lebanon, CT

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History

Regulatory History (1)
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Criminal
August 2009
Final Disposition
Other Business Activities

Kenneth works as an event consultant, providing IT and data aggregation consulting to music event box offices, as well as stage build and art installation budgeting. This activity requires minimal time.

Employment History
Current Registrations
Communitas Financial Planning Pbc
June 2025 - Present · 8 mos
First Affirmative Financial Network LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Summit Financial, LLC
May 2022 - March 2023 · 10 mos
Sri Investing
January 2018 - July 2022 · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
May 2017 - December 2017 · 7 mos
Cambridge Investment Research, INC.Broker
March 2015 - December 2017 · 2 yrs 9 mos
State Registrations6 states
CACTILNYOHOR
Advisor
Exams
No exam information available for this advisor.
Kenneth Santos Silva-ballard - Financial Advisor | TrueAdvisor