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Christine Kennedy

16 Years of Experience
Tequesta, FL
1 DisclosureBroker

Christine Kennedy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tequesta, FL, with 16 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

308 Tequesta Dr, Ste 6A, Tequesta, FL, 33469-3092

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History

Regulatory History (1)
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Judgment / Lien
May 2012
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2021 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLC
June 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
October 2020 - June 2021 · 8 mos
Wells Fargo Advisors, LLC
May 2011 - March 2015 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
September 2010 - March 2015 · 4 yrs 6 mos
UBS Financial Services INC.
August 2007 - September 2010 · 3 yrs 1 mo
UBS Financial Services INC.Broker
August 2007 - September 2010 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2003 - May 2004 · 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christine Kennedy - Financial Advisor | TrueAdvisor