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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kennedy is a financial advisor with over 29 years of experience. Brian is a Registered Representative with Cambridge Investment Research Advisors, Inc. and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Brian works in the Camp Hill, Pennsylvania office of Cambridge Investment Research Advisors, Inc. Brian also has a background in Real Estate, Health Care and Insurance. Brian has a broad range of experience in the financial industry, including portfolio management, financial planning, and investment advisory services. Brian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
06/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hershey PA)
PA
10/09/2018 - 05/01/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CAMP HILL PA)
PA
07/12/2010 - 10/12/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMP HILL PA)
PA
05/07/2002 - 07/22/2010
EQUITY SERVICES, INC. (HARRISBURG PA)
NJ
03/25/1993 - 04/12/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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