Blake
Kennedy
Rogan & Associates, Inc
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About this Advisor
Blake Kennedy is a financial advisor operating in Safety Harbor, Florida with 1 year of relevant experience. Kennedy is an employee of Rogan & Associates, Inc. Over the course of their career, Kennedy has held roles at Rogan & Associates, Inc, The Csi Companies and The University Of North Florida. Kennedy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Georgia. Rogan & Associates, Inc is a registered investment company operating out of Safety Harbor, FL. The firm has offices in two locations and a total of 16 employees. It controls $286 million in assets across its 2,033 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,033 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are provided. However, fees charged by Rogan & Associates, Inc likely consist of any blend of asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rogan & Associates, Inc Brokerage Details
$286,016,892
16
2,033
$140,687
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Blake Kennedy Work History
Blake has been registered as a financial advisor for 1 years.*
Rogan & Associates, Inc
Rogan & Associates, Inc
The Csi Companies
The Csi Companies
The University Of North Florida
*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 Blake Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Safety Harbor, FL
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