Sean
Kennedy
Lpl Financial LLC
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About this Advisor
Sean Kennedy is a financial advisor based in Phoenix, Arizona with 1 year of relevant experience. Kennedy currently works for Lpl Financial LLC. During their career, the advisor has held roles at National Planning Corporation, Trilogy Capital, Inc, Lpl Financial LLC and Trilogy Financial Services. Kennedy holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in California. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in total assets between its 1,688,501 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely are based on which service is provided. However, fees charged by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Sean Kennedy Work History
Sean has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Trilogy Financial Services
Trilogy Capital, Inc
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Waukesha, WI
Oxford, MI
Naperville, IL
Birmingham, AL
Brooklyn, NY
Norwell, MA
Satellite Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
