Hennessey Financial, Inc.
Hennessey Financial, Inc. (CRD# 138262) is a financial advisory firm headquartered in Lakeland, FL. They manage $20,017,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$690,241
- 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)
Kevin Hennessey (CRD# 5071417) is an Investment Advisor Representative working at Hennessey Financial, Inc. in Lakeland, FL and has 1 year of experience in the finance industry. Kevin Hennessey 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.