Alan Kenney, financial advisor Andover MA
93 score

Alan Kenney

CRD Number: 2017410
Current Firm: Financial Management Associates, LLC

Alan Kenney (CRD# 2017410) is an Investment Advisor Representative working at Financial Management Associates, LLC in Andover, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Management Associates, LLC Andover, MA Oct 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Alan P. Kenney
Phone Number: 978-687-2867
Firm Website: http://www.fmallc.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $211,266
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

CA, FL, MA, NH, NJ, NY, RI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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