Kenneth
Fincher

Wealth Advisors, Inc

CRD#1910915
Investment Advisor
in Henderson, NV

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About this Advisor

Kenneth Fincher is a chartered financial consultant who works in Henderson, Nevada with 19 years of industry experience. Fincher is on the advisory team at Wealth Advisors, Inc. Over the course of their career, Fincher has held roles at Wealth Advisors, Inc, Independent Financial Group, First Allied Securities Inc and First Allied Advisory Services, Inc. Fincher maintains a Series 63 license, qualifying them as a securities agent, and is approved to operate in California. Wealth Advisors, Inc is a registered investment business operating out of Henderson, NV. The investment advisory business has just four employees. It handles $224 million in total assets across its 422 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 422 accounts, 26% are held by high-net-worth individuals who have more than $1 million in assets. Wealth Advisors, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically vary depending on which services are offered. Fee types charged by Wealth Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

170 S. Green Valley Parkway Suite 300
Henderson, NV 89012

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Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$224,172,357

NV Average: $664,206,839
Total Number of Employees

4

NV Average: 10
Total Number of Accounts

422

NV Average: 1,698
Average Account Size

$531,214

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Kenneth Fincher Work History

Kenneth has been registered as a financial advisor for 19 years.*

2003 - Present (21 years)

Wealth Advisors, Inc

2014 - 2019 (5 years)

First Allied Securities Inc

2014 - 2019 (5 years)

First Allied Advisory Services, Inc

2009 - 2014 (5 years)

Independent Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Fincher 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 Wealth Advisors, Inc

Timothy Kaiser
Henderson, NV
Trevin Epps
Henderson, NV
Kenneth Fincher
Henderson, NV
Paul Drolson
Henderson, NV

The content in this profile was updated by SmartAsset on 4/16/2023. 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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