Kenneth Gerald Tavernier
Investment adviser representative at Vanderbilt Advisory Services
17 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 yearsFirm in business
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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
17 years in the industry.
- Vanderbilt Advisory ServicesSep 2022 to now
- Vanderbilt Securities, LLCSep 2022 to now
- LPL Financial, LLCNov 2020 to Aug 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2020
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 4517666
- Firm CRD
- 116537