Charles Kennedy, financial advisor Nashville TN

Charles Kennedy

CRD Number: 2799039
Current Firm: The Pacific Financial Group, Inc.

Charles Kennedy (CRD# 2799039) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Nashville, TN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
The Pacificic Financial Group, Inc. Bellevue, WA Apr 2016 - Current 7
Curian Clearing LLC Denver, CO Nov 2010 - Mar 2016 5
Curian Capital, LLC Denver, CO Aug 2014 - Mar 2015 < 1
Curian Capital, LLC Denver, CO Nov 2010 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Charles M. Kennedy
Phone Number: 425 451-7722
Registered State(s):
  • TN
  • WA
By the Numbers
  • Total Assets Under Management
    3,040
    MILLIONS
  • Total Number of Accounts
    19,568
    ACCOUNTS
  • Average Account Value
    $155,350
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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