Unclaimed Profile

Kim Lee Kenawell

AVANTRA FAMILY WEALTH, INC.·MECHANICSBURG, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record27 years registeredAVANTRA FAMILY WEALTH, INC.

100 STERLING PARKWAY, MECHANICSBURG, PA 17050CRD# 2681649Firm CRD# 288209

Profile Verification

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

Identity

Kim Lee Kenawell · MECHANICSBURG, PA

Registration

CRD #2681649 · AVANTRA FAMILY WEALTH, INC. · 27 years registered

Brand Profile

Not yet started

Career History

AVANTRA FAMILY WEALTH, INC.

Jul 2017 – present

PURSHE KAPLAN STERLING INVESTMENTS

Jul 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 1999 – Aug 2017

CAMP HILL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · June 17, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTRA FAMILY WEALTH, INC.

CRD 288209 · SEC 801-113234

AUM

$158M

Regulatory assets under management

Employees

821 client accounts

Services offered by AVANTRA FAMILY WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVANTRA FAMILY WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Kim Lee Kenawell offer?

Kim Lee Kenawell specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Kim Lee Kenawell's credentials?

Kim Lee Kenawell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kim Lee Kenawell located?

Kim Lee Kenawell is based in MECHANICSBURG, Pennsylvania, working with AVANTRA FAMILY WEALTH, INC.. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Kim Lee Kenawell charge for services?

Kim Lee Kenawell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTRA FAMILY WEALTH, INC.?

AVANTRA FAMILY WEALTH, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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