Mark Kenney, financial advisor Houston TX
96 score

Mark Kenney

CRD Number: 4599618
Current Firm: Regal Investment Advisors LLC

Mark Kenney (CRD# 4599618) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Houston, TX and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Regal Investment Advisors Kentwood, MI Jan 2015 - Current 1
Kenney & Assoc Financial Advisory Group, LLC Houston, TX Oct 2010 - Current 6
Pfs Investments Inc. Houston, TX Aug 2012 - Dec 2014 2
Primerica Finanical Services Houston, TX Jun 2012 - Dec 2014 2
S&b Infrastructure Houston, TX Feb 2012 - Aug 2012 < 1
Cuna Brokerage Services, Inc. Waverly, IA Jul 2009 - Oct 2010 1
Cuna Mutual Insurance Society Waverly, IA Jul 2009 - Oct 2010 1
Kenney & Assoc Financial Advisory Group Houston, TX Dec 2008 - Jul 2009 < 1
Aig Retirement Advisors. Inc. Houston, TX Jul 2008 - Dec 2008 < 1
Ameritas Investment Corp Lincoln, NE Apr 2004 - Jul 2008 4
Amerus Life Insurance Des Moines, IA Mar 2004 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Mark E. Kenney
Phone Number: 616-224-2204
Firm Website: http://www.regalfin.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    897
    MILLIONS
  • Total Number of Accounts
    8,517
    ACCOUNTS
  • Average Account Value
    $105,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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