Greg Kennedy
Greg Kennedy is a registered investment advisor at Lord Wellington Investments, LLC, based in Baton Rouge, LA, with 12 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lord Wellington Investments does not directly manage client money. Instead, the firm refers clients to third-party money managers and receives a portion of the fees charged by those managers. Clients will pay the third-party money manager's fees, which will be disclosed before an agreement is signed.
Location
9456 Jefferson Highway, Suite D, Baton Rouge, LA, 70809
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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
Greg owns a CPA practice/tax preparation business, where he spends more than half his time. He is also the president and an insurance agent at Lord Wellington Financial, Inc., dedicating about 10% of his time to this role.
Employment History
Current Registrations
Lord Wellington Investments, LLC
Previous Registrations
Park Avenue Securities LLC
State Registrations1 state
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.