Robert Kennedy (CRD# 2359314) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clarksville, TN and has over 30 years of experience in the finance industry.
CRD# 6756020
Raymond James Financial Services Advisors, Inc.
CRD# 5985662
Raymond James Financial Services Advisors, Inc.
CRD# 5654362
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Management & Research, Inc. | Clarksville, TN | Dec 2019 - Current | 4 |
| Bfc Planning, Inc. | Clarksville, TN | Dec 2019 - Current | 4 |
| American National Insurance | Clarksville, TN | Feb 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
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