Gary Kennedy
Gary Kennedy is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 38 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2005 S Easton Rd Ste 108, Doylestown Commerce Center, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Gary is a board member of Mary Mother of the Redeemer Finance Council since 2017, dedicating minimal time. He is also the executor for his father-in-law's estate since June 2024, spending a few hours per week on this.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Capital Markets CORP.Broker
Halpert and Company, INC.Broker
First of Philadelphia Investment Group, INC.Broker
State Registrations28 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.
Exams
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