Kenneth Wayne Parkinson
Advisor at Hardy Reed, LLC — Oxford, MS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Oxford, MS 38655
Hardy Reed, LLC
Team
Clients per advisor
27 Very LowAvg AUM per client
$4,636,444 Very HighHNW client ratio
58% Very HighKenneth Parkinson is a financial advisor with Hardy Reed, LLC in Oxford, MS, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Hardy Reed since 2011 and previously worked at Valic Financial Advisors from 2003 to 2009. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm employs a long-term investment approach using discretionary portfolios concentrated in mutual funds and ETFs, supplemented by fiduciary consulting and tailored financial plans.
Based on Hardy Reed, LLC
Flat or fixed fees generally not to exceed $10,000 for financial planning; up to $50,000 for fiduciary and pension consulting services.
$0 - null: Rates up to 1.5% annually; fees billed based on flat or tiered structure as agreed with client
Typical hourly fees up to $250 per hour for financial planning and fiduciary services.
Minimum fee: Typically a $10,000 minimum annual fee for investment management services, negotiable and may be waived or reduced. Fee-only: Investment advisory services fees based on assets under management; flat or tiered fee structure; financial planning and fiduciary services fees are flat or hourly fees.
Oxford, MS
300 A Enterprise Drive
Oxford MS 38655
Advisors at this office
4
Mississippi · Texas
22 years of industry experience
Hardy Reed, LLC
2011 - Present • 15 years
Tupelo, MS
Valic Financial Advisors
2003 - 2009 • 6 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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