Kenneth
Carlson
Greybox Investments
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About this Advisor
Kenneth Carlson is a financial advisor based in Birmingham, Alabama, working with Greybox Investments. Kenneth has previously held positions at Dmc Group, LLC, The Trust Company Of Sterne Agee, Inc, Martin Farm, Albemarle Corporation, and Rockhouse, LLC. Kenneth has passed the Series 63 regulatory exam and is registered to provide services in Alabama. Currently, Kenneth is part of Greybox Investments, which operates out of Birmingham, Alabama. The firm has 3 employees and manages assets totaling $165.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Greybox Investments includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
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Greybox Investments Brokerage Details
$165,023,819
3
158
$1,044,455
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kenneth Carlson Work History
Dmc Group, LLC
Rockhouse, LLC
Martin Farm
Albemarle Corporation
The Trust Company Of Sterne Agee, Inc
Disclosures
Please visit the SEC profile of Kenneth Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greybox Investments
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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