Unclaimed Profile

Kenneth Melvin Roberts

KEN ROBERTS INVESTMENT MANAGEMENT, INC.·SPOKANE, Washington

Series 1, Series 24, Series 63, Series 65Clean record31 years registeredKEN ROBERTS INVESTMENT MANAGEMENT, INC.

717 W SPRAGUE AVENUE, SPOKANE, WA 99201CRD# 401041Firm CRD# 104573

Profile Verification

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

Identity

Kenneth Melvin Roberts · SPOKANE, WA

Registration

CRD #401041 · KEN ROBERTS INVESTMENT MANAGEMENT, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEN ROBERTS INVESTMENT MANAGEMENT, INC.

PALOUSE CAPITAL MANAGEMENT, INC.

Sep 1994 – Mar 2023

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · September 6, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALOUSE CAPITAL MANAGEMENT, INC.

CRD 104573 · SEC 801-46893

AUM

$288M

Regulatory assets under management

Employees

866 client accounts

Services offered by PALOUSE CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PALOUSE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kenneth Melvin Roberts offer?

Kenneth Melvin Roberts specializes in Investment Management, Wealth Management.

What are Kenneth Melvin Roberts's credentials?

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

Where is Kenneth Melvin Roberts located?

Kenneth Melvin Roberts is based in SPOKANE, Washington, last registered with KEN ROBERTS INVESTMENT MANAGEMENT, INC..

How does Kenneth Melvin Roberts charge for services?

Kenneth Melvin Roberts'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 KEN ROBERTS INVESTMENT MANAGEMENT, INC.?

KEN ROBERTS INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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