Ross Kennedy (CRD# 6745835) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 7 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zora Financial, LLC | Birmingham, AL | Aug 2018 - Current | 5 |
| Zora Financial, LLC | Birmingham, AL | Aug 2016 - Aug 2018 | 2 |
| Zora Financial, LLC | Birmingham, AL | May 2016 - Aug 2016 | < 1 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- AL
- LA
- TX
- UT
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts354ACCOUNTS
-
Average Account Value$141,037
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, LA, TX, UT
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