Kennedy Wealth Management
Kennedy Wealth Management (CRD# 117558) is a financial advisory firm headquartered in Knoxville, TN. They manage $20,955,253 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$246,532
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Kennedy Wealth Management
1
Derek Kennedy (CRD# 2357481) is an Investment Advisor Representative working at Kennedy Wealth Management in Knoxville, TN and has over 30 years of experience in the finance industry.
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