Cynthia Kennedy
Cynthia Kennedy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lees Summit, MO, with 9 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
107 SW Market St, Ste A, Lees Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Cynthia is the VP/Secretary/Co-Owner of American Tax Advisors of K.C. Inc. dba 'Friedline Financial', which facilitates securities and insurance business, taking about half of Cynthia's time. She also engages in fixed insurance sales as an agent under the name 'Friedline Financial', dedicating about half of her time to this activity as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
USA Financial Securities Corporation
State Registrations1 state
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