Kenneth
Conte

Northbridge Financial Group, LLC

CRD#6079300
Investment Advisor
in Tampa, FL

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About this Advisor

Kenneth Conte is a financial advisor based in Tampa, Florida, working with Northbridge Financial Group, LLC. Kenneth has previously held positions at Ameriprise Financial Services, Inc, Barclays, Itau Unibanco, Commonwealth Financial Network, Lpl Financial LLC, and Northbridge Financial Group, LLC. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Kenneth is part of Northbridge Financial Group, LLC, which operates out of Tampa, Florida. The firm has 10 employees and manages assets totaling $209.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Northbridge Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4300 West Cypress Street Meridian Two Building, Suite 370
Tampa, FL 33607

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Northbridge Financial Group, LLC Brokerage Details

Total Assets Under Management

$209,257,284

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

906

FL Average: 2,474
Average Account Size

$230,968

FL Average: $750,025

Investment Advisory Services

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

Kenneth Conte Work History

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

Northbridge Financial Group, LLC

2017 - 2020 (3 years)

Commonwealth Financial Network

2015 - 2017 (2 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Barclays

2014 - 2015 (1 year)

Itau Unibanco

Disclosures

Please visit the SEC profile of Kenneth Conte 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 Northbridge Financial Group, LLC

Randy Ramos
Tampa, FL
Zachary Brown
Tampa, FL
Kenneth Conte
Tampa, FL
Ellis De Jesus
Tampa, FL
James Ewing
Tampa, FL
Nathan Kriplin
Tampa, FL
Mark Terwilliger
Tampa, FL
Michael Orecchio
Tampa, FL

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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