Kevin Kennedy, LLC

Kevin Kennedy, LLC (CRD# 133193) is a financial advisory firm headquartered in Alameda, CA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1516 Oak Street, Suite 101, Alameda, CA 94501
http://www.linkedin.com/kevinkennedyllc
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Kevin Kennedy, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amy Friedman, financial advisor Simi Valley CA
Amy M. Friedman
CRD#: 5482272
Simi Valley, CA

Amy Friedman (CRD# 5482272) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Simi Valley, CA and has over 15 years of experience in the finance industry.

2
Kevin Kennedy, financial advisor Alameda CA
Kevin R. Kennedy
CRD#: 1870739
1516 Oak Street, Suite 101, Alameda, CA 94501

Kevin Kennedy (CRD# 1870739) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Alameda, CA and has over 33 years of experience in the finance industry.

3
William Kieran, financial advisor Mission Viejo CA
William L. Kieran
CRD#: 4407030
Mission Viejo, CA

William Kieran (CRD# 4407030) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Mission Viejo, CA and has over 22 years of experience in the finance industry.

4
Ryan Kennedy, financial advisor San Diego CA
Ryan Kennedy
CRD#: 7410970
San Diego, CA

Ryan Kennedy (CRD# 7410970) is an Investment Advisor Representative working at Kevin Kennedy, LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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