Kelly Kennedy
Kelly Kennedy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
540 N. Cascade Avenue, Suite 100, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kelly owns KGH Financial, LLC, which serves as a support company/DBA for receiving payroll and paying bills. Kelly spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
D.E. Frey & Company, INC.Broker
Prime Charter LTD.Broker
State Registrations11 states
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