Amy Friedman (CRD# 5482272) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Simi Valley, CA and has over 15 years of experience in the finance industry. Amy Friedman 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.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kevin Kennedy, LLC | Alameda, CA | Jan 2024 - Current | < 1 |
| Sled Dogs Productions Inc. | Simi Valley, CA | Oct 2015 - Current | 8 |
| Financial Security Solutions, Corp. | Tarzana, CA | Oct 2015 - Jan 2024 | 8 |
| Osaic Wealth Inc. | Tarzana, CA | Apr 2015 - Jan 2024 | 8 |
| Lpl Financial, LLC | Encino, CA | Sep 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- 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)
CA, LA
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