Ken Lathon
Plus aucun poste en cours
Profil
Mr. Kenneth E.
Lathon is Lead Advisor at Empirical Financial Services LLC where he assesses each client’s personal goals and distinct circumstances, and then connects each client to the best financial course of action.
In addition to this, he meets with clients on a regular basis to review their portfolios and monitor their financial plans.
Mr. Lathon joined Empirical Financial Services LLC on December 31, 2012 when Empirical Wealth Management LLC merged with and into Empirical Financial Services LLC.
He joined Empirical Wealth Management LLC in June 2006 as a Financial Advisor.
He also worked at Charles Schwab & Co., Inc. and at Chinook Capital Management LLC.
Mr. Lathon received his BA in Business Administration from San Jose State University.
He is also an Accredited Wealth Management Advisor.
Anciens postes connus de Ken Lathon
| Sociétés | Poste | Fin |
|---|---|---|
Empirical Wealth Management LLC
 Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Gestionnaire de Portefeuille-Actions | 01/10/2010 |
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Investor Relations Contact | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de Ken Lathon
| San Jose State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Empirical Wealth Management LLC
Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Finance |
