Unclaimed
G Stephen Kennedy is a registered Investment Advisor Representative with Albourne America LLC. G Stephen Kennedy has been in the industry since 1998. G Stephen Kennedy has a Series 7 and a Series 65 license. G Stephen Kennedy was previously registered with HARRIS INVESTOR SERVICES, INC., HARRISDIRECT LLC, MYCFO SECURITIES, LLC, and BANC OF AMERICA SECURITIES LLC. G Stephen Kennedy specializes in research and non-discretionary investment advice on hedge funds, private markets funds (PE, PC, RA, RE), dynamic beta products, pension consulting, and educational seminars. G Stephen Kennedy also specializes in the selection of other advisors. G Stephen Kennedy's current firm Albourne America LLC, primarily serves universities, insurance companies, charitable organizations, other investment advisors, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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.
Research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products
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.
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2
CA
01/01/2025 - Present
Albourne America LLC (SAN FRANCISCO CA)
IL
12/16/2005 - 04/28/2006
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
NJ
11/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
CA
08/27/2001 - 10/15/2002
MYCFO SECURITIES, LLC (SAN FRANCISCO CA)
NY
05/29/1998 - 10/31/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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