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Michael Kennedy

Whitener Capital Management, Inc.

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About Michael Kennedy

Michael Kennedy is an investment advisor representative at Whitener Capital Management, Inc., located in Rocky Mount, NC. Michael Kennedy has been in the securities industry for 12 years. Michael Kennedy has passed the Series 66, Series 7TO, and SIE exams. Michael Kennedy's specializations include investment advisory services, retirement planning, and financial planning. Michael Kennedy's firm, Whitener Capital Management, Inc., manages a range of assets for clients including individuals, trusts, pension and profit sharing plans, charitable organizations, and corporations. Michael Kennedy's firm specializes in portfolio management for businesses and individuals.

Firm Information

Michael Kennedy is currently registered with Whitener Capital Management, Inc.. Whitener Capital Management, Inc. is an investment advisor based in Rocky Mount, NC, with over $409 million in assets under management. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, corporations, and charitable organizations. Whitener Capital Management provides financial planning and portfolio management services for individuals and businesses.
Whitener Capital Management, Inc.

3993 SUNSET AVENUE

ROCKY MOUNT, NC 27804

$409.23M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Michael Kennedy’s Registration & Firm History

NC

02/01/2024 - Present

Whitener Capital Management, Inc. (ROCKY MOUNT NC)

NC

08/04/2023 - 01/02/2024

TRUIST INVESTMENT SERVICES, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 10/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Kennedy.
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