Catherine Kenney (CRD# 6874312) is an Investment Advisor Representative working at Primerica Advisors in Lutz, FL and has over 4 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soccer Shots | Tampa, FL | Jul 2022 - Current | 1 |
| Pfs Investments Inc. | Lutz, FL | Oct 2019 - Current | 4 |
| Financial Freedom Fighters LLC | Lutz, FL | Jun 2019 - Current | 4 |
| Primerica Financial Services | Lutz, FL | May 2017 - Current | 7 |
| The Wilds Christian Camp | Brevard, NC | May 2019 - Aug 2019 | < 1 |
| Pensacola Christian College | Pensacola, FL | Aug 2018 - May 2019 | < 1 |
| The Wilds Christian Camp | Brevard, NC | May 2018 - Aug 2018 | < 1 |
| Pensacola Christian College | Pensacola, FL | Aug 2017 - May 2018 | < 1 |
| Pensacola Christian College | Pensacola, FL | Aug 2016 - May 2017 | < 1 |
| The Wilds Christian Camp | Brevard, NC | May 2016 - Aug 2016 | < 1 |
| Pensacola Christian College | Pensacola, FL | Aug 2015 - May 2016 | < 1 |
| Self-employed | Land O Lakes, FL | May 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- FL
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.