Kenneth
Huffman

Insight Folios

CRD#5970956
Investment Advisor
in Charlotte, NC

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About this Advisor

Kenneth Huffman is a financial advisor based in Charlotte, North Carolina, working with Insight Folios. Kenneth has previously held positions at The Perimeter Group, Inc, Jack Keeter & Associates, Insight Folios, Huffman Financial, and Captive Nation, Inc. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kenneth is part of Insight Folios, which operates out of Charlotte, North Carolina. The firm has 10 offices and 15 employees. The firm manages assets totaling $279.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Insight Folios includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11610 North Community House Suite 100
Charlotte, NC 28277

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Insight Folios Brokerage Details

Total Assets Under Management

$278,962,240

NC Average: $3,625,019,099
Total Number of Employees

15

NC Average: 22
Total Number of Accounts

1,810

NC Average: 1,917
Average Account Size

$154,123

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kenneth Huffman Work History

2015 - Present (9 years)

Insight Folios

2015 - Present (9 years)

Captive Nation, Inc

2011 - Present (13 years)

Huffman Financial

2000 - Present (24 years)

The Perimeter Group, Inc

2014 - 2015 (1 year)

Jack Keeter & Associates

Disclosures

Please visit the SEC profile of Kenneth Huffman 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 Insight Folios

David Morgan
Charlotte, NC
Ryan Mcneill
Fort Gratiot, MI
Paul Durso
Charlotte, NC
Charles Bowers
Charlotte, NC
Leigh Smith
Charlotte, NC
Zachary Poitra
Chattanooga, TN
Charles Dingman
Bozeman, MT
Salvatore Bonetti
Charlotte, NC

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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