Timothy Kenney, financial advisor San Diego CA
96 score

Timothy Kenney

CRD Number: 3097033
Current Firm: Usaa Financial Planning Services

Timothy Kenney (CRD# 3097033) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Diego, CA and has over 18 years of experience in the finance industry. Timothy 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.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor San Diego CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. San Diego, CA Feb 2014 - Current 2
Usaa Financial Planning Services San Diego, CA Feb 2014 - Current 2
Ubs Financial Services Inc. San Diego, CA Nov 2013 - Feb 2014 < 1
Ubs Financial Services Inc. San Diego, CA Jan 2010 - Nov 2013 3
Wells Fargo Investments, LLC San Diego, CA Jun 2008 - Jan 2010 1
Linsco/private Ledger San Diego, CA Jan 2001 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Timothy P. Kenney
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Timothy Kenney and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.