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Letitia Tyler Kennedy

Vanguard Advisers, Inc.

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About Letitia Tyler Kennedy

Letitia Tyler Kennedy is a financial advisor at Vanguard Advisers, Inc. Letitia has over 16 years of experience in the financial services industry. Letitia is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer investment advice in Pennsylvania and Texas. Letitia is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR). Letitia has a Series 6, 7, 24, 63, and 66 licenses. Letitia's previous experience includes a role at Vanguard Marketing Corporation, where she provided investment advice to individuals and families. Letitia is committed to providing her clients with personalized financial advice and helping them reach their financial goals. Letitia specializes in providing financial advice to individuals, families, businesses, and charitable organizations. Letitia is a dedicated professional with a passion for helping her clients achieve their financial goals.

Firm Information

Letitia Kennedy is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Letitia Kennedy’s Registration & Firm History

PA

05/20/2022 - Present

Vanguard Advisers, Inc. (Malvern PA)

PA

01/18/2006 - 05/13/2008

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 05/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/17/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Letitia Tyler Kennedy.
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