Kenneth
Polk

Arlington Partners LLC

CRD#2558321
Investment Advisor
in Birmingham, AL

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About this Advisor

Kenneth Polk is a financial advisor based in Birmingham, Alabama, working with Arlington Partners LLC. Kenneth has previously held a position at Arlington Partners LLC. Kenneth has passed the Series 63 regulatory exam and is registered to provide services in Alabama. Currently, Kenneth is part of Arlington Partners LLC, which operates out of Birmingham, Alabama. The firm has 1 office and 12 employees. The firm manages assets totaling $1.3 billion. The services offered by the firm include portfolio management for pooled investment vehicles and selection of other advisers. The fee structure at Arlington Partners LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

The John Hand Building 2000 Morris Avenue, Suite 1200
Birmingham, AL 35203

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Arlington Partners LLC Brokerage Details

Total Assets Under Management

$1,340,641,610

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

25

AL Average: 1,560
Average Account Size

$53,625,664

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Kenneth Polk Work History

2000 - Present (24 years)

Arlington Partners LLC

Disclosures

Please visit the SEC profile of Kenneth Polk 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 Arlington Partners LLC

Charles Brand
Birmingham, AL
John Lueken
Franklin, TN
Jordan Cherry
Birmingham, AL
William Levant
Birmingham, AL
Willliam Cook
Birmingham, AL
Kenneth Polk
Birmingham, AL
Stephen Rowe
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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