Brian Kennedy
Brian Kennedy is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Camp Hill, PA, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3806 Market St., Ste. 1, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (10)
Customer Dispute
December 2024Customer Dispute
October 2024Customer Dispute
September 2024Customer Dispute
February 2024Customer Dispute
October 2023Customer Dispute
May 2023Customer Dispute
June 2022Customer Dispute
April 2022Customer Dispute
March 2022Employment Separation After Allegations
September 2018Other Business ActivitiesSells Insurance
Brian is an owner of KCA Wealth Management and an advisory representative of a RIA, spending nearly full-time on these investment-related activities. He also works as an independent insurance agent and has his own property and casualty insurance business, dedicating about 10-20% of his time to insurance-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Esi Financial Advisors
Equity Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations19 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.