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Karon Lasee Kennedy

Ameritas Investment Company, LLC

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About Karon Lasee Kennedy

Karon Kennedy is a financial professional with over 30 years of experience in the industry. Karon is currently registered with Ameritas Investment Company, LLC and is actively licensed in several states. Throughout Karon's career, Karon has held positions with several firms including Carillon Investments, Inc., Emmett A Larkin Company, Inc., Metlife Securities Inc., Metropolitan Life Insurance Company, and W. S. Griffith & Co., Inc. Karon holds Series 6, Series 63, and Series 65 licenses, and the Securities Industry Essentials (SIE) Examination.

Firm Information

Karon Kennedy is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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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Karon Kennedy’s Registration & Firm History

CA

06/30/2006 - Present

Ameritas Investment Company, LLC (SAN FRANCISCO CA)

CA

07/07/1999 - 06/30/2006

CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)

CA

07/28/1997 - 07/14/1999

EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)

MA

06/27/1997 - 05/19/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/27/1997 - 05/19/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

OH

12/02/1996 - 07/23/1997

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

CT

10/16/1984 - 12/02/1996

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 08/31/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karon Lasee Kennedy.
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