BK
Brian M. Kenney
AFG FIDUCIARY SERVICES
Hingham, MA 02043
Some features on this profile are disabled
CRD#: 1694580
BK
Professional summary
Brian Michael Kenney is a registered financial advisor currently at AFG FIDUCIARY SERVICES located in Hingham, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Hingham, Massachusetts.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Brian has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Brian Kenney is dually registered as an Investment Advisor Representative with AFG Fiduciary Services Limited Partnership (since 12/2020) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" since 12/2020). Business is conducted from 2 Essington Dr., Hingham, MA 02043. Approximately 90% of Mr. Kenney's time is spent as an Investment Advisor Representative and the balance as a Registered Representative. AFG and PKS are not affiliated entities. 2) Licensed insurance agent. Not investment-related. 2 Essington Dr., Hingham, MA 02043. Insurance sales. Independent insurance agent. 6/2003. 7 hours/month. 1 hour during securities trading hours. Provide fixed and indexed annuity solutions for clients and recommendations and implementations of insurance sales. 3) Activity Name: PKSF Investment Related: Yes Location: At registered Location Position: Agent Nature: Fixed Insurance/Annuity Start Date: 6/2023 Hour Devoted: 7 hrs/mo During Securities Hrs: 1 hr/mo Duties: Provide fixed annuity and insurance solutions for clients' needs.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Kenney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2021 - Present
AFG FIDUCIARY SERVICES
Office #1: 2 Essington Drive, Hingham, MA 02043RIA
CRD#: 309943
Hingham, MA
Current
December 22, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2 Hms Essington Drive, Hingham, MA 02043BD
CRD#: 35747
Hingham, MA
Past
December 2, 2020 - December 4, 2020
AFG FIDUCIARY SERVICES
RIA
CRD#: 309943
HINGHAM, MA
Past
October 5, 2015 - December 17, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
HINGHAM, MA
Past
October 2, 2015 - December 17, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
HINGHAM, MA
Past
July 22, 2009 - October 5, 2015
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
HINGHAM, MA
Past
June 29, 2009 - October 5, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
HINGHAM, MA
Past
November 23, 1994 - June 15, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRAINTREE, MA
Past
September 23, 1989 - June 15, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BRAINTREE, MA
Past
December 20, 1988 - September 21, 1989
FIDELITY DISTRIBUTORS CORPORATION
BD
CRD#: 6848
SMITHFIELD, RI
Past
August 31, 1987 - December 19, 1988
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
AFG FIDUCIARY SERVICES
AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD#: 309943 / SEC#: 801-119539
RIA
Registered Investment Advisory firm - (9/25/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/23/2020)
RR
California(1/26/2021)
RR
Connecticut(12/22/2020)
RR
Florida(12/22/2020)
RR
Maine(12/22/2020)
RR
Maryland(11/10/2025)
RR
Massachusetts(12/22/2020)
IAR
Massachusetts(1/4/2021)
RR
Nevada(2/17/2023)
RR
New Hampshire(12/22/2020)
RR
Pennsylvania(6/27/2023)
RR
Rhode Island(6/27/2023)
RR
South Carolina(1/12/2022)
RR
Tennessee(6/27/2023)
RR
Texas(12/22/2020)
IAR
Texas(11/1/2021)
RR
Vermont(12/22/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/27/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
AF
AFG FIDUCIARY SERVICES
AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD#: 309943 / SEC#: 801-119539
RIA
Registered Investment Advisory firm - (9/25/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2 Essington Drive, Hingham, MA 02043
Mailing Address
Phone number
(781) 741-2540
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 442 |
| AUM (Assets Under Management) | $ 229,162,602 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AFG FIDUCIARY SERVICES
CRD#: 309943Hingham, MA 02043TRUST BUT VERIFY
Monitor Brian Kenney
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
