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Samantha Xu quxia Kennedy

Miracle Mile Advisors, LLC

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About Samantha Xu quxia Kennedy

Samantha Kennedy is a financial advisor with Miracle Mile Advisors, LLC, a firm based in Los Angeles, CA. Samantha has been a registered representative for over four years and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Samantha is a Certified Financial Planner and holds a Series 65, Series 66, and Series 7 licenses. Samantha's areas of expertise include financial planning, retirement planning, investment management, and estate planning.

Firm Information

Samantha Kennedy is currently registered with Miracle Mile Advisors, LLC. Miracle Mile Advisors, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. With over 40 advisors and $4.89 billion in regulatory assets under management, Miracle Mile Advisors is committed to providing customized and comprehensive wealth management solutions.
Miracle Mile Advisors, LLC

11300 WEST OLYMPIC BLVD

LOS ANGELES, CA 90064

$4.90B

Assets Under Management

98

Total Clients

43

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samantha Kennedy’s Registration & Firm History

CA

09/04/2024 - Present

Miracle Mile Advisors, LLC (LOS ANGELES CA)

WA

07/02/2020 - 04/01/2022

COMMONWEALTH FINANCIAL NETWORK (Bellevue WA)

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Licenses & Designations

BOTH

Issued 07/22/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Xu quxia Kennedy.
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