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Financial ADVSR advisor directory · SEC adviser records

Kevin Kennedy, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Kevin Kennedy, LLC office in California, by city and A to Z.

The short answer

4 registered advisors work at Kevin Kennedy, LLC in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Alameda (1). 2 list the CFP designation and 0 are also registered broker representatives.

Kevin Kennedy, LLC advisors by city in California

Every firm in California →

Alameda 1Rancho Mission Viejo 1San Diego 1Simi Valley 1

Kevin Kennedy, LLC advisors in California, A to Z

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Questions

How many Kevin Kennedy, LLC financial advisors are in California?

4 investment adviser representatives are registered at Kevin Kennedy, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Kevin Kennedy, LLC have the most advisors?

Alameda, with 1, then Rancho Mission Viejo (1). Kevin Kennedy, LLC has advisors in 4 cities in California.

How do I check a Kevin Kennedy, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kevin Kennedy, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.