Greg Kennedy, financial advisor Baton Rouge LA

Greg Kennedy

CRD Number: 5713915
Current Firm: Lord Wellington Investments, LLC

Greg Kennedy (CRD# 5713915) is an Investment Advisor Representative working at Lord Wellington Investments, LLC in Baton Rouge, LA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Redemptorist Properties, LLC Baton Rouge, LA Jun 2018 - Current 5
Citi Capital Funding, LLC Baton Rouge, LA Jan 2018 - Current 6
Lord Wellington Investments, LLC Baton Rouge, LA Jun 2012 - Current 11
Greg A. Kennedy & Associates, Inc. Baton Rouge, LA May 2011 - Current 12
Lionheart Strategic Risk Fund, LLC Baton Rouge, LA Jan 2009 - Current 15
Lord Wellington Financial, Inc. Baton Rouge, LA Nov 2004 - Current 19
Greg A. Kennedy, Cpa Baton Rouge, LA Oct 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Greg A. Kennedy
Phone Number: 225-292-5112
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA

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