John Kenney (CRD# 3084401) is an Investment Advisor Representative working at Captrust in Tarpon Springs, FL and has over 23 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Mar 2019 - Current | 5 |
| Capfinancial Securities LLC | Raleigh, NC | Mar 2019 - Current | 5 |
| Lpl Financial LLC | Raleigh, NC | Oct 2018 - Mar 2019 | < 1 |
| The Fidelity Bank | Raleigh, NC | Oct 2018 - Mar 2019 | < 1 |
| Protective Life | Cary, NC | Jan 2018 - Jul 2018 | < 1 |
| Proequities Inc. | Cary, NC | Jan 2018 - Jul 2018 | < 1 |
| Nationwide Securities, Inc. | Canajoharie, NY | Jun 1998 - Jan 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
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- FL
- NC
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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