Kenneth Joseph Shahbaz
Investment adviser representative at Holderness Investments Co
29 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$660.7MFirm assets
Are you Kenneth Joseph Shahbaz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Holderness Investments CoJan 2017 to now
- Shahbaz Carothers & Co PaOct 1997 to now
- Intercarolina Financial ServicesFeb 2017 to Oct 2025
- Kestra Financial Services, Inc,Apr 2016 to Feb 2017
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Holderness Investments Co
$660.7MAssets managed
339Clients
6Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3223030
- Firm CRD
- 106530