Cameron
Kennedy

Kestra Advisory Services, LLC

CRD#5121294
Investment Advisor
in Royal Oak, MI

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About this Advisor

Cameron Kennedy is a financial advisor based in Royal Oak, Michigan with 4 years of industry experience. Kennedy is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at Axa Advisors, LLC, Cambridge Financial, Kestra Investment Services LLC and Kestra Advisory Services LLC. Kennedy holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Kestra Advisory Services, LLC is a financial advisory business based out of Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It manages $42 billion in assets under management among its 140,407 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is offered. However, fees charged by Kestra Advisory Services, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West Fourth Street Suite 300
Royal Oak, MI 48067

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

MI Average: $3,042,739,679
Total Number of Employees

1,311

MI Average: 49
Total Number of Accounts

140,407

MI Average: 2,315
Average Account Size

$297,671

MI Average: $1,314,358

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

Cameron Kennedy Work History

Cameron has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services LLC

2019 - Present (5 years)

Kestra Advisory Services LLC

2006 - 2019 (13 years)

Axa Advisors, LLC

2004 - 2019 (15 years)

Cambridge Financial

*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 Cameron 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 Kestra Advisory Services, LLC

Nicole Simon
Austin, TX
Brendan Duggan
Phoenix, AZ
Adam Murray
Lutherville Timonium, MD
Clinton Miller
Canton, OH
Stanton Wheeler
Saint Augustine, FL
Jessica Thompson
Lincoln, NE
Garrett Frey
Pittsburgh, PA
Jacob Kogler
Saint Paul, MN

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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