Kenneth
Conte
Northbridge Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kenneth Conte is a certified financial planner based in Tampa, Florida, who has 3 years of industry experience. Conte is an employee of Northbridge Financial Group, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Barclays, Itau Unibanco, Usi Consulting Group, University Of Rhode Island, Big Y Food Corporation, Guilford High School, Commonwealth Financial Network, Lpl Financial LLC and Northbridge Financial Group, LLC. Conte holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Northbridge Financial Group, LLC is an advisory company based out of Tampa, FL. It controls $157 million in assets among its 821 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 821 customer accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. Northbridge Financial Group, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on which service is provided. However, fees billed by Northbridge Financial Group, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northbridge Financial Group, LLC Brokerage Details
$157,067,104
11
821
$191,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kenneth Conte Work History
Kenneth has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Northbridge Financial Group, LLC
Commonwealth Financial Network
Ameriprise Financial Services, Inc
Barclays
Itau Unibanco
Usi Consulting Group
Big Y Food Corporation
University Of Rhode Island
Guilford High School
*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 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
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
