Ken Allgood has over 25 years of experience in Accounting and Taxation and has managed his own private practice since 1992. His primary responsibilities include overseeing the quality and accuracy of reports delivered to clients, analyzing and designing of allocation models, and assisting with tax planning considerations of portfolio management. In addition, Ken advises clients on securities while providing invaluable technical and analytical skills to the firm. He values building personal relationships with clients, many who have been his friends for 20 years or more. Ken served six years in the Navy and loves to find places he has traveled in common with clients.
Currently, Ken belongs to the National Association of Tax Practitioners (NATP) and National Society of Accountants (NSA). Ken also holds his FINRA Series 6 and NASAA Series 65 securities registrations.
Ken lives in New Port Richey with his life partner, Elizabeth, two sons, Daniel and Jonathan, and two grandchildren, Lizzie and Robert. In his spare time, Ken can be found enthusiastically attending both Lightning and Rays games in Tampa Bay.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.