Geoffrey Kennedy is a CFA, CFP-designated registered investment advisor, based in Fairhope, AL, with 21 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
308 Magnolia Ave, Ste 200, Fairhope, AL, 36532
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Geoffrey is an independent insurance agent for various companies since 2010, dedicating minimal time to this activity. He also supports his father's business, Kennedy & Associates, about half his time and is a director/member/finance committee member for Fairhope Single Tax Corporation, a non-profit, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Asset Management, INC.
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
State Registrations12 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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