Wallace KennedyCRD Number: 1886437
Current Firm: Mfg Investments, LLC
Wallace Kennedy (CRD# 1886437) is an Investment Advisor Representative working at Mfg Investments, LLC in Medford, NJ and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Avantax Advisory Services
|Securities America, Inc.||Medford, NJ||Sep 2020 - Current||1|
|Medford Financial Group, LLC||Medford, NJ||Dec 1996 - Current||25|
|Securities Service Network, Inc.||Medford, NJ||Dec 1996 - Sep 2020||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management75MILLIONS
Total Number of Accounts226ACCOUNTS
Average Account Value$331,858
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NJ, PA, TX
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