Mark KennedyCRD Number: 2979064
Current Firm: Waddell & Reed
Mark Kennedy (CRD# 2979064) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 19 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Waddell & Reed, Inc.||Omaha, NE||Aug 2011 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies||Omaha, NE||Aug 2011 - Current||6|
|Td Waterhouse Investor Services, Inc.||Bellevue, NE||Apr 2006 - Jul 2011||5|
|Ameritrade Inc.||Omaha, NE||Oct 1997 - Jul 2011||13|
|Ameritrade||Omaha, NE||Oct 1997 - Jul 2011||13|
|Td Ameritrade||Bellevue, NE||Oct 1997 - Jul 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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, 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
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