Trisha Kennedy (CRD# 4212432) is an Investment Advisor Representative working at Primerica Advisors in Mesa, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Market Star Corporation | Ogden, UT | May 2021 - Current | 2 |
| Pfs Investments Inc. | West Jordan, UT | Sep 2020 - Current | 3 |
| Primerica Financial Services | West Jordan, UT | Mar 1998 - Current | 26 |
| Wedbush Securities Inc. | Denver, CO | Jul 2017 - Jul 2020 | 3 |
| Pfs Investments Inc. | Greenwood Village, CO | Apr 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- UT
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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