Caitlin Kennedy is a CFP-designated registered investment advisor, based in Atlanta, GA, with 14 years of industry experience. Caitlin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
303 Peachtree St, Ne, Fl 29, Atlanta, GA, 30308
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Regulatory History (1)
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Criminal
March 2003Final Disposition
Other Business Activities
Caitlin owns and manages multiple residential rental properties in Tampa, Florida, dedicating minimal time to these activities. These activities include listing properties for rent, maintaining them, collecting rent, and responding to tenant requests.
Employment History
Current Registrations
Truist Investment Services, INC.
May 2025 - Present · 1 yr 5 mos
Truist Investment Services, INC.Broker
May 2025 - Present · 1 yr 5 mos
Truist Advisory Services, INC.
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Truist Advisory Services, INC.
July 2022 - April 2024 · 1 yr 9 mos
Truist Advisory Services, INC.
August 2016 - July 2022 · 5 yrs 11 mos
Suntrust Investment Services, INC.
August 2011 - December 2016 · 5 yrs 4 mos
Truist Investment Services, INC.Broker
July 2011 - April 2024 · 12 yrs 9 mos
State Registrations2 states
GAVA
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.
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