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Kevin Donald Kennedy

Victrix Investment Advisors

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About Kevin Donald Kennedy

Kevin Kennedy is a financial advisor with Victrix Investment Advisors. Kevin has been a registered representative for over nine years. Kevin has a Series 7, Series 66, and SIE license. Prior to joining Victrix Investment Advisors, Kevin worked for Money Concepts Capital Corp. Kevin is based in Stuart, FL.

Firm Information

Kevin Kennedy is currently registered with Victrix Investment Advisors. Victrix Investment Advisors is an investment advisor located in STUART, FL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans. The firm has 6 investment adviser representatives. The firm's regulatory assets under management total $261,383,906 with $260,272,011 discretionary.
Victrix Investment Advisors

823 SE OSCEOLA ST

STUART, FL 34994

$261.38M

Assets Under Management

2

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Kevin Kennedy’s Registration & Firm History

FL

01/03/2020 - Present

Victrix Investment Advisors (STUART FL)

UT

04/09/2015 - 12/31/2019

MONEY CONCEPTS CAPITAL CORP (PARK CITY UT)

UT

02/25/2014 - 11/06/2014

EDWARD JONES (HOLLADAY UT)

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Licenses & Designations

BOTH

Issued 03/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Donald Kennedy.
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