Unclaimed Profile

Kenneth Warren Poe

BRIGHTWORTH, LLC·ATLANTA, Georgia

Series 7, Series 66Clean record21 years registeredBRIGHTWORTH, LLC

3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 4821463Firm CRD# 109569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Warren Poe · ATLANTA, GA

Registration

CRD #4821463 · BRIGHTWORTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CORIENT

Oct 2022 – present

CI BRIGHTWORTH PRIVATE WEALTH

Jul 2017 – Mar 2023

CHARLOTTE, NC

MCGILL ADVISORS, INC.

Sep 2010 – Sep 2017

CHARLOTTE, NC

SYNERGY INVESTMENT GROUP, LLC

Mar 2005 – Nov 2008

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTWORTH, LLC

CRD 109569 · SEC 801-57003

AUM

$5.4B

Regulatory assets under management

Employees

7,498 client accounts

Services offered by BRIGHTWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIGHTWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Warren Poe offer?

Kenneth Warren Poe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Kenneth Warren Poe's credentials?

Kenneth Warren Poe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Warren Poe located?

Kenneth Warren Poe is based in ATLANTA, Georgia, working with BRIGHTWORTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Kenneth Warren Poe charge for services?

Kenneth Warren Poe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTWORTH, LLC?

BRIGHTWORTH, LLC has approximately 79 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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