Alice Kennedy is a CFP-designated registered investment advisor, based in Richmond, VA, with 11 years of industry experience.
Location
919 E Main St, Fl 8, Richmond, VA, 23219
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Regulatory History
Clean regulatory record
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.
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Alice is the Executive Board Vice President for the Richmond Ballet, starting in June 2022. She dedicates minimal time to attending performances, board meetings, and advocating for the Ballet.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2014 - January 2018 · 3 yrs 8 mos
Bb&t Investment Services, INC.Broker
April 2014 - January 2018 · 3 yrs 9 mos
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.