Michael
Kennedy

Whitener Capital Management, Inc

CRD#7589285
Investment Advisor
in Rocky Mount, NC

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About this Advisor

Michael Kennedy is a financial advisor based in Rocky Mount, North Carolina, working with Whitener Capital Management, Inc. Michael has previously held positions at Auto Park Imports, Real Estate Broker, Truist Investment Services, Inc, Truist, and Whitener Capital Management, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Michael is part of Whitener Capital Management, Inc, which operates out of Rocky Mount, North Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $409.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Whitener Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3993 Sunset Avenue
Rocky Mount, NC 27804

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Whitener Capital Management, Inc Brokerage Details

Total Assets Under Management

$409,230,584

NC Average: $3,625,019,099
Total Number of Employees

10

NC Average: 22
Total Number of Accounts

1,284

NC Average: 1,917
Average Account Size

$318,715

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Kennedy Work History

2024 - Present (0 year)

Whitener Capital Management, Inc

2022 - 2023 (1 year)

Truist Investment Services, Inc

2017 - 2022 (5 years)

Truist

2016 - 2017 (1 year)

Real Estate Broker

2012 - 2016 (4 years)

Auto Park Imports

Disclosures

Please visit the SEC profile of Michael 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 Whitener Capital Management, Inc

Mackenzie Thompson Stussie
Rocky Mount, NC
Douglas Suhr
Middletown, RI
Michael Kennedy
Rocky Mount, NC
Sean Gilsenan
Cary, NC
Richard Sanford
Rocky Mount, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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