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Ryan Kennedy

Kevin Kennedy, LLC

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About Ryan Kennedy

Ryan Kennedy is an Investment Advisor Representative with Kevin Kennedy, LLC in San Diego, California. Ryan has been in the financial services industry for over 5 years. Ryan holds a Series 65 license and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Ryan Kennedy is currently registered with Kevin Kennedy, LLC. Kevin Kennedy, LLC is an investment advisor that provides financial planning, selection of other advisors, portfolio management for businesses and individuals.

Not reported

Assets Under Management

130

Total Clients

4

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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percentage of assets

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

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Ryan Kennedy’s Registration & Firm History

CA

11/28/2023 - Present

Kevin Kennedy, LLC (San Diego CA)

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Licenses & Designations

IA

Issued 11/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Kennedy.
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