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Kenneth K

Series 66

Holbrook, NY

Capital Analysts

Kenneth King Jr. is a financial advisor with Capital Analysts in Holbrook, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Pasternak Baum & Co., Ltd. and has been with Lincoln Investment since 2018. Outside of his advisory role, he owns Kenny King Consulting Inc., an S corporation focused on tax structuring and solo 401(k) plan services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, while maintaining a fiduciary role and offering various customization options for advisory clients.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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