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Rick Kennedy

Fisher Investments

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About Rick Kennedy

Rick Kennedy is an investment advisor representative at Fisher Investments, a firm managing over $300 billion in assets. Rick has been with Fisher Investments since 2003 and is registered in Illinois and Texas. Rick has over 25 years of experience in the financial services industry. Before joining Fisher Investments, Rick worked at Harris Investor Services LLC, Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Rick Kennedy specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Rick Kennedy is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rick Kennedy’s Registration & Firm History

IL

09/18/2023 - Present

Fisher Investments (NAPERVILLE IL)

NJ

05/29/2002 - 04/08/2003

HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)

TX

01/21/1997 - 03/08/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

08/12/1994 - 01/10/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 03/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rick Kennedy.
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