Steven Kennedy (CRD# 1405302) is an Investment Advisor Representative working at Lpl Financial LLC in Newport News, VA and has over 38 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Newport News, VA | Nov 2021 - Current | 2 |
| Townebank | Newport News, VA | Oct 2011 - Nov 2021 | 10 |
| Raymond James Financial Services Advisors, Inc. | Newport News, VA | Jan 2009 - Nov 2021 | 12 |
| Raymond James Financial Services, Inc. | Newport News, VA | Feb 2005 - Nov 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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