Kevin Kennedy (CRD# 7231189) is an Investment Advisor Representative working at Mfg Investments, LLC in San Clemente, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | San Clemente, CA | Sep 2023 - Current | < 1 |
| Mfg Investments, LLC | Medford, NJ | Sep 2023 - Current | < 1 |
| Triton Pacific Securities, LLC | Dana Point, CA | Oct 2020 - Sep 2023 | 2 |
| Unemployed | N/a, NJ | May 2020 - Oct 2020 | < 1 |
| Securities Service Network | Medford, NJ | Feb 2020 - May 2020 | < 1 |
| Caraluzzo | Vineland, NJ | Nov 2018 - Dec 2019 | 1 |
| Utimate Events And Sports | Phoenixville, PA | May 2018 - Aug 2018 | < 1 |
| Student | Medford, NJ | Jan 2010 - May 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- CA
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$230,588
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DE, FL, MD, NJ, PA, SC, TX
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