Corey Kennedy (CRD# 7605911) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Jan 2022 - Current | 2 |
| Iceburg Housing | Rexburg, ID | Jul 2021 - Dec 2021 | < 1 |
| Brigham Young University - Idaho | Rexburg, ID | Sep 2017 - Dec 2021 | 4 |
| Connextion Property Management | Rexburg, ID | Aug 2019 - Jul 2021 | 1 |
| Avantguard Monitoring | Rexburg, ID | Apr 2018 - Aug 2019 | 1 |
| Clear Insights | Rexburg, ID | Apr 2018 - Apr 2018 | < 1 |
| Costa Vida | Rexburg, ID | Apr 2018 - Apr 2018 | < 1 |
| Vivint Smart Home | Rexburg, ID | Jan 2018 - Apr 2018 | < 1 |
| Kevin Cook Orthodontics | Marion, IL | Feb 2017 - Sep 2017 | < 1 |
| Golds Gym | Marion, IL | Jan 2017 - Jan 2017 | < 1 |
| The Church Of Jesus Christ Of Latter Day Saints | Barranquilla, | Aug 2016 - Jan 2017 | < 1 |
| Marion Park District Aquatic Center | Marion, IL | May 2016 - Jul 2016 | < 1 |
| Marion Marlins Swimteam | Marion, IL | May 2016 - Jul 2016 | < 1 |
| Marion High School | Marion, IL | Sep 2012 - May 2016 | 3 |
| Marion Park District Aquatic Center | Marion, IL | May 2015 - Aug 2015 | < 1 |
| Marion Marlins Swimteam | Marion, IL | May 2015 - Aug 2015 | < 1 |
| Marion Park District Aquatic Center | Marion, IL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2023 |
- UT
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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