Michael Kennedy, financial advisor Bedford NH
86 score

Michael Kennedy

CRD Number: 1070841
Current Firm: Baldwin & Clarke Advisory Services, Inc.

Michael Kennedy (CRD# 1070841) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 33 years of experience in the finance industry. Michael Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Bedford, NH Jul 2008 - Current 8
Guardian Life Insurance Company New York, NY Nov 1991 - Sep 2009 17
Jefferson Pilot Securities Corporation Bedford, NH Jul 2000 - Jun 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Kennedy
Phone Number: 603-668-4353
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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