Michael McKennedy, financial advisor Denton TX

Michael McKennedy

CRD Number: 1491484
Current Firm: Complete Wealth Management, LLC

Michael McKennedy (CRD# 1491484) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Denton, TX and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Complete Wealth Management, LLC Denton, TX Apr 2018 - Current 5
J.w. Cole Financial, Inc. Tampa, FL Oct 2014 - Mar 2018 3
J.w. Cole Advisors, Inc. Tampa, FL Oct 2014 - Mar 2018 3
Sunset Financial Services, Inc. Corinth, TX May 1990 - Oct 2014 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Michael P. McKennedy
Phone Number: 940-382-9300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $179,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

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