Supreme Alliance
47yrs
Top advisor by experience in Charlotte
43yrs
Kenneth Samuelson
Full name on record: Kenneth Robert Samuelson Jr
Financial advisor at Valmark Advisers
Kenneth Samuelson has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Kenneth has been with Valmark Advisers since 2022; before that, Kenneth spent five years at Kestra Advisory Services and 15 years at IFG Russell Advisors. Kenneth holds the ChFC designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Charlotte
Office521 East Morehead St., Suite 150, Charlotte, NC 28202
FirmValmark Advisers
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$554,438
Advisors at the firm285
States licensed ?1 state
Services through Valmark Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowValmark Advisers, Inc.Current firm
- 2017 – 2022Kestra Advisory Services, LLCPreviously
- 2001 – 2017IFG Russell Advisors Inc.Previously
Contact Kenneth
(800) 765-5201Firm headquarters in Akron, OH. Ask for Kenneth. 521 East Morehead St., Suite 150Charlotte, NC 28202Office · Get directions Firm websiteHTTP://WWW.VALMARKFG.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kenneth
How do I contact Kenneth?
Call Valmark Advisers at (800) 765-5201 and ask for Kenneth Samuelson. Kenneth works from the Charlotte, NC office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 1983, about 43 years. Top 1% by experience in Charlotte.
What licenses does Kenneth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Valmark Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Janney Montgomery Scott
47yrs
Top 1% by experience in Charlotte
LPL Financial
47yrs
Top 1% by experience in Charlotte
Robert W. Baird & Co.
47yrs
Top 1% by experience in Charlotte
Stephens
47yrs
Top 1% by experience in Charlotte
Morgan Stanley
47yrs
Top 1% by experience in Charlotte