Aaron
Kennedy
Smart Money Group, LLC
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About this Advisor
Aaron Kennedy is a financial advisor based in Eastland, Texas, working with Smart Money Group, LLC. Aaron has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Kennedy Financial Services, Calton & Associates, Inc, and Smart Money Group, LLC. Aaron has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Aaron is part of Smart Money Group, LLC, which operates out of Eastland, Texas. The firm has 21 employees and manages assets totaling $286.5 million. The firm 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, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Smart Money Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smart Money Group, LLC Brokerage Details
$286,460,445
21
1,460
$196,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Aaron Kennedy Work History
Calton & Associates, Inc
Smart Money Group, LLC
Kennedy Financial Services
Vsr Advisory Services
Vsr Financial Services, Inc
Disclosures
Please visit the SEC profile of Aaron 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 Smart Money Group, LLC
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
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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