Joseph Kennedy, financial advisor Gainesville GA

Joseph Kennedy

CRD Number: 6573565
Current Firm: Mml Investors Services, LLC

Joseph Kennedy (CRD# 6573565) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gainesville, GA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Gainesville, GA May 2023 - Current 1
Massmutual Life Insurance Co Gainesville, GA Feb 2023 - Current 1
Park Avenue Securities Gainesville, GA Oct 2015 - May 2023 7
Guardian Life Insurance Atlanta, GA Jul 2015 - May 2023 7
Mcgarity's Business Products Gainesville, GA Mar 2015 - Jul 2015 < 1
Unemployed Gainesville, GA Jan 2015 - Feb 2015 < 1
Inventiv Health Atlanta, GA Aug 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Joseph M. Kennedy
Phone Number: (413)737-8400
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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