Brian Kenney (CRD# 1694580) is an Investment Advisor Representative working at Afg Fiduciary Services in Hingham, MA and has over 36 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Afg Fiduciary Services Limited Partnership | Hingham, MA | Dec 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Hingham, MA | Dec 2020 - Current | 3 |
| Wells Fargo Advisors Financial Network, LLC | Hingham, MA | Oct 2015 - Dec 2020 | 5 |
| Alignment Financial Group | Hingham, ME | Jun 2009 - Dec 2020 | 11 |
| Raymond James Financial Services, Inc. | Hingham, MA | Jun 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- MA
- TX
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts414ACCOUNTS
-
Average Account Value$515,135
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MA, ME, NH, TX
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