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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kenney is a financial advisor with Captrust. John has been in the industry since March 8, 2001. John is registered with the Securities and Exchange Commission as an investment advisor representative and has offices in Tarpon Springs, Florida. John holds the Series 6, 7, 24, 26, 63, and 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/12/2019 - Present
Captrust (Tarpon Springs FL)
NC
10/05/2018 - 03/29/2019
LPL FINANCIAL LLC (RALEIGH NC)
AL
01/31/2018 - 08/20/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
OH
12/22/2000 - 01/09/2018
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
NY
11/28/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (SCOTIA NY)
BOTH
Issued 06/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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