Suntrust Advisory Services, Inc
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About this Advisor
Roderick Kennedy is a chartered financial consultant operating in Atlanta, Georgia, who has been in the advisory business for 12 years. Kennedy is an advisor for Suntrust Advisory Services, Inc. Kennedy has gained experience at Ubs Financial Services Inc, Chase Investment Services Corp, Suntrust Investment Services, Inc, Suntrust Bank, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Kennedy has a Series 63 license, designating them as a securities agent, and is approved to advise clients in Georgia. Suntrust Advisory Services, Inc is a financial advisory company that has its headquarters in Atlanta, Georgia. The company has offices in 1,572 locations and a total of 1,539 employees. It has $19 billion in total assets across its 41,105 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth individuals who have more than $1 million in investable assets. Suntrust Advisory Services, Inc performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors are based on which services are offered. Fee types charged by Suntrust Advisory Services, Inc likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Roderick Kennedy Work History
Roderick has 12 years of experience.
Suntrust Investment Services,Inc
Suntrust Advisory Services
Suntrust Bank, Inc
Suntrust Investment Services, Inc
Chase Investment Services Corp
Ubs Financial Services Inc
Ubs Financial Services Inc
Roderick Kennedy has no disclosures.
Please visit their SEC profile for more details.