Patrick
Kennedy
Integrated Advisors Network LLC
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About this Advisor
Patrick Kennedy is a financial advisor who works in Hartford, Connecticut with a total of 2 years of relevant experience. Kennedy currently works for Integrated Advisors Network LLC. Their career trajectory has included roles at Morgan Stanley, Travelers, Cigna, Morgan Stanley Private Bank, National Association, Integrated Advisors Network, LLC and All Source Investment Management. Kennedy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Integrated Advisors Network LLC is a registered investment business that has its headquarters in Dallas, TX. It has offices in 39 locations and a total of 81 people on staff. It handles $4 billion in total assets between its 11,258 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 11,258 customer accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. Integrated Advisors Network LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fees charged by Integrated Advisors Network LLC can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Patrick Kennedy Work History
Patrick has been registered as a financial advisor for 2 years.*
Integrated Advisors Network, LLC
All Source Investment Management
Morgan Stanley Private Bank, National Association
Morgan Stanley
Travelers
Cigna
*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 Patrick 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 Integrated Advisors Network LLC
Springfield, MO
Dallas, TX
Mount Airy, MD
San Diego, CA
Springfield, MO
Dallas, TX
Dallas, TX
Dallas, TX
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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