Company Information

Get to know Kennedy Wealth Management, LLC

Kennedy Wealth Management, LLC is an independent financial planning and investment management firm located in San Diego, California. Operating as a fee-only Registered Investment Advisor (RIA), the company is bound by a fiduciary duty to act in its clients' best interests. Their services are designed for individuals, families, and business owners, focusing on creating personalized financial strategies that cover retirement planning, investment portfolio management, estate planning, and risk assessment. The firm's mission is to provide objective advice and tailored solutions to help clients achieve their long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Kennedy Wealth Management, LLC

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.