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Blake Watson Kennedy

Rogan & Associates, Inc.

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About Blake Watson Kennedy

Blake Watson Kennedy is a financial advisor registered with Rogan & Associates, Inc. and has been in the industry since November 2018. Blake holds licenses in Florida and Georgia and has passed the Series 7, Series 66, and SIE exams. Rogan & Associates, Inc. is a financial advisory firm headquartered in Safety Harbor, Florida. The firm provides a range of services, including portfolio management for individuals and selection of other advisors.

Firm Information

Blake Kennedy is currently registered with Rogan & Associates, Inc.. Rogan & Associates, Inc. is a Florida-based Corporation that has been in business since 1997. The firm offers a variety of financial planning and portfolio management services for individuals, corporations, and businesses, including retirement planning, college savings, and estate planning. The firm also provides selection of other advisors services. Rogan & Associates, Inc. manages over $586 million in assets for over 2,100 clients. They are registered with the SEC and have a presence in 22 states.
Rogan & Associates, Inc.

200 9TH AVENUE NORTH

SAFETY HARBOR, FL 34695

$586.15M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under another ria's management

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Blake Kennedy’s Registration & Firm History

FL

08/29/2022 - Present

Rogan & Associates, Inc. (SAFETY HARBOR FL)

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Licenses & Designations

BOTH

Issued 03/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Watson Kennedy.
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