Kenneth
Calhoun
Openair Financial, LLC
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About this Advisor
Kenneth Calhoun is a financial advisor based in Southlake, Texas, working with Openair Financial, LLC. Kenneth has previously held positions at Fidelity Investments Institutional Services Company, Inc, T. Rowe Price Investment Services, Inc, United Capital Financial Advisers LLC, J.P. Morgan Chase Bank, N.A, Goldman Sachs Personal Financial Management, J.P. Morgan Securities LLC, and Openair Financial, LLC. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kenneth is part of Openair Financial, LLC, which operates out of Southlake, Texas. The firm has 5 offices and 6 employees. The firm manages assets totaling $183.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Openair Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Openair Financial, LLC Brokerage Details
$183,000,000
6
833
$219,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kenneth Calhoun Work History
Openair Financial, LLC
J.P. Morgan Chase Bank, N.A
J.P. Morgan Securities LLC
Goldman Sachs Personal Financial Management
United Capital Financial Advisers LLC
T. Rowe Price Investment Services, Inc
Fidelity Investments Institutional Services Company, Inc
Disclosures
Please visit the SEC profile of Kenneth Calhoun 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 Openair Financial, LLC
Southlake, TX
Dallas, TX
Dallas, TX
Southlake, TX
Southlake, TX
Dallas, TX
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