Geoffrey
Kennedy

Cambridge Investment Research Advisors, Inc

CRD#4874772
Investment Advisor
in Fairhope, AL

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About this Advisor

Geoffrey Kennedy is a certified financial planner and chartered financial analyst who is based in Fairhope, Alabama. Currently a registered advisor at Cambridge Investment Research Advisors, Inc, Kennedy has 12 years of professional experience. Kennedy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Kennedy is registered to advise investors based out of Alabama and Texas. Throughout their career, Kennedy has worked at Securities America Inc, Securities America Advisors, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Fairhope, Alabama, and operates out of 1,905 offices in the nation. As a company, Cambridge Investment Research Advisors, Inc oversees $56 billion in assets dispersed across 297,440 client accounts and retains more than 2,982 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 268,970 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

308 Magnolia Ave Ste 200
Fairhope, AL 36532

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

AL Average: $9,259,360,772
Total Number of Employees

2,982

AL Average: 166
Total Number of Accounts

297,440

AL Average: 7,189
Average Account Size

$188,808

AL Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Geoffrey Kennedy Work History

Geoffrey has 12 years of experience.

2011 - Present (10 years)

Cambridge Investment Research, Inc

2011 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2009 - 2011 (2 years)

Securities America Advisors, Inc

2008 - 2011 (3 years)

Securities America Inc

Disclosures

Geoffrey Kennedy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Diony Concepcion
Norwalk, CT
Robin Jarvis
Somersworth, NH
Gabriel Smith
Cayce, SC
Gary Rogers
Fort Worth, TX
Cody Phelps
West Des Moines, IA
James Bradley
Gaithersburg, MD
Nathan Scarborough
Lubbock, TX
Joseph Cooper
Harrisburg, PA

This content was compiled from the SEC and FINRA.

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