Blake Kennedy, financial advisor Safety Harbor FL

Blake Kennedy

CRD Number: 6938074
Current Firm: Rogan & Associates

Blake Kennedy (CRD# 6938074) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rogan & Associates, Inc. Safety Harbor, FL Apr 2018 - Current 6
Rogan & Associates, Inc. Safety Harbor, FL Jan 2018 - Apr 2018 < 1
The Csi Companies Jacksonville, FL May 2016 - Mar 2018 1
The Csi Companies Jacksonville, FL Jul 2015 - May 2016 < 1
Unemployed Safety Harbor, FL Jun 2015 - Jul 2015 < 1
The University Of North Florida Jacksonville, FL Jun 2011 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Blake W. Kennedy
Phone Number: 727-712-3400
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    586
    MILLIONS
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $276,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, IN, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA

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