Steven Kennedy
Steven Kennedy is a registered investment advisor at LPL Financial LLC, based in Newport News, VA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
107 Nat Turner Blvd S, Newport News, VA, 23606
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1986Other Business Activities
Steven operates under Williamsburg Financial Group as a DBA for his LPL business and manages Kennedy Wealth Management LLC for tax/investment purposes. Both activities are investment-related and consume nearly all of Steven's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
Financial Network Investment CorporationBroker
The Investment Center, INC.Broker
Davenport & CO. of Virginia, INC.Broker
Swbc Investment CompanyBroker
Securities Management & Research, INC.Broker
National Securities Network, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.