Samantha Kennedy, financial advisor Bellevue WA

Samantha Kennedy

CRD Number: 6546883
Current Firm: Mainsail Financial Group

Samantha Kennedy (CRD# 6546883) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has over 8 years of experience in the finance industry. Samantha Kennedy 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.

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Professional Designations
Company Name Location Dates Years
Mainsail Financial Group Bellevue, WA Jan 2021 - Current 3
Commonwealth Financial Network Waltham, MA Jan 2021 - Current 3
Mainsail Financial Group Bellevue, WA Mar 2020 - Jan 2021 < 1
Commonwealth Financial Network Waltham, MA Mar 2020 - Jan 2021 < 1
Global View Capital Insurance, Ltd. Waukesha, WI Aug 2015 - Mar 2020 4
Global View Capital Management, Ltd. Waukesha, WI Aug 2015 - Mar 2020 4
Global View Capital Advisors, Ltd. Waukesha, WI Aug 2015 - Mar 2020 4
Cambridge Managment, Inc. Tacoma, WA Jan 2016 - Sep 2019 3
Richard Branchflower - Self Employed Fircrest, WA Feb 2015 - Dec 2016 1
Pacific Lutheran University Tacoma, WA Sep 2012 - Dec 2015 3
Pacific Lutheran University Tacoma, WA Sep 2012 - Dec 2015 3
Cambridge Management Tacoma, WA Dec 2014 - Feb 2015 < 1
Amazon Seattle, WA Jun 2014 - Dec 2014 < 1
Cambridge Management Tacoma, WA Nov 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Samantha X. Kennedy
Phone Number: (425) 502-7693
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $274,464
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, NH, TX, WA

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