Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kennedy is a financial advisor with over 30 years of experience in the industry. Kevin is a Registered Investment Advisor and has been with Kevin Kennedy, LLC since 2004. Kevin is also a member of the Board of Directors for Bank of Marin Bancorp. Kevin has extensive experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kevin specializes in providing advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin's firm, Kevin Kennedy, LLC manages approximately $130 clients and uses a fee-based compensation structure.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/28/2022 - Present
Kevin Kennedy, LLC (ALAMEDA CA)
CA
01/04/1996 - 09/28/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NA
07/31/1992 - 01/02/1996
TRANSGLOBAL INVESTMENTS INC.
NJ
09/27/1991 - 08/05/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/30/1988 - 10/03/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/20/1988 - 11/19/1988
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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