Mark Kenney, financial advisor Plymouth MA

Mark Kenney

CRD Number: 5844639
Current Firm: Shp Wealth Management, LLC

Mark Kenney (CRD# 5844639) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 13 years of experience in the finance industry. Mark Kenney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Shp Wealth Management, LLC Plymouth, MA Mar 2017 - Current 7
Bank Of America, N.a. Plymouth, MA Mar 2013 - Mar 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Feb 2011 - Mar 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Mark S. Kenney
Phone Number: 508-746-2400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,097
    MILLIONS
  • Total Number of Accounts
    5,758
    ACCOUNTS
  • Average Account Value
    $190,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT

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