Robert KennedyCRD Number: 5607772
Current Firm: Transamerica Financial Advisors, Inc.
Robert Kennedy (CRD# 5607772) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mesa, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Transamerica Financial Advisors, Inc.||Mesa, AZ||Jan 2012 - Current||5|
|World Financial Group, Inc.||Mesa, AZ||Aug 2011 - Current||5|
|Robert J. Kennedy, Cpa||Mesa, AZ||Jul 1991 - Current||25|
|Investment Advisors International, Inc.||Mesa, AZ||Aug 2011 - Jan 2012||< 1|
|Usa Financial Securities Corporation||Ada, MI||Oct 2008 - Nov 2010||2|
|Neeley & Kennedy, LLC||Mesa, AZ||Sep 2008 - Jun 2009||< 1|
|J.c. Grason||Mesa, AZ||Feb 2008 - May 2008||< 1|
|Ironton City Schools||Ironton, OH||Nov 2007 - Jan 2008||< 1|
|Accountants, Inc.||Tempe, AZ||Aug 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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