James Kennedy, financial advisor Orlando FL
90 score

James Kennedy

CRD Number: 5984464
Current Firm: Valic Financial Advisors, Inc.

James Kennedy (CRD# 5984464) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orlando, FL Mar 2014 - Current 2
Calton & Associates, Inc. Tampa, FL Oct 2013 - Feb 2014 < 1
Questar Capital Corporation Minneapolis, MN Nov 2012 - Oct 2013 < 1
Questar Asset Management Minneapolis, MN Nov 2012 - Oct 2013 < 1
Waddell & Reed, Inc. Maitland, FL Mar 2012 - Oct 2012 < 1
Various Insurance Carriers For W&r Insurance Agencies Longwood, FL Mar 2012 - Oct 2012 < 1
Jhfn Sii Maitland, FL Sep 2011 - Mar 2012 < 1
John Hancock Financial Maitland, FL Sep 2011 - Mar 2012 < 1
Insphere Insurance Orlando, FL Jan 2011 - Sep 2011 < 1
Insphere Insurance Orlando, FL Jan 2011 - Sep 2011 < 1
Unemployed Orlando, FL Sep 2010 - Jan 2011 < 1
Unemployed Longwood, FL Sep 2010 - Jan 2011 < 1
Lamborghini Of Sarasota Sarasota, FL Jun 2010 - Sep 2010 < 1
Lamborghini Sarasota Sarasota, FL Jun 2010 - Sep 2010 < 1
Rolls Royce Orlando Longwood, FL Jul 2007 - Jun 2010 2
Rolls Royce Orlando Longwood, FL Jul 2007 - Jun 2010 2
Marriott Orlando, FL Sep 2006 - Jul 2007 < 1
Marriott Orlando, FL Sep 2006 - Jul 2007 < 1
Ferrari Central Florida Orlando, FL Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for James D. Kennedy
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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