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Kerry Pennington, financial advisor Carmel IN

Kerry Pennington

CRD Number: 2975051
Current Firm: The Financial Resource Center

Kerry Pennington (CRD# 2975051) is an Investment Advisor Representative working at The Financial Resource Center in Carmel, IN and has 1 year of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
The Financial Resource Center Indianapolis, IN Apr 2022 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Mar 2005 - Current 19
Jeff Wylie & Associates, Inc. Abita Springs, LA Jan 2001 - Current 23
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - May 2022 17

Kerry Pennington has no recent exams reported.
Contact Info for Kerry S. Pennington
9640 Commerce Drive, Suite 414, Carmel, IN 46032
Phone Number: 317-871-8571
Firm Website: https://www.linkedin.com/in/evan-lane-cfp%c2%ae-aif%c2%ae-a53237175/
Registered State(s):
  • LA
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Current Firm Details
The Financial Resource Center
Firm's CRD Number: 316747
9640 Commerce Drive, Suite 414, Carmel, IN 46032
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,001,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, IN, LA, OH, VA

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