Scott Kennedy is a registered investment advisor at Kennedy Financial Advisors, based in Collegeville, PA, with 4 years of industry experience. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Consultation service: $200 per hour, billed by the minute in 15-minute increments. This service includes analyzing financial situations, reviewing portfolios, and discussing investment choices.
Location
Collegeville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works as a financial advisor for Kennedy Financial Advisors, spending about a quarter of his time reviewing client reports, meeting with clients, and providing financial planning consultation. He also works as an IT consultant, dedicating about 10-20% of his time to IT-related tasks such as building computers and setting up networks.
Employment History
Current Registrations
Kennedy Financial Advisors
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations9 states
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