Benjamin D. Kennedy
Professional summary
Benjamin Daniel Kennedy III, who also goes by Benjamin Daniel III Kennedy, Danny Kennedy III, Danny Kennedy, is a registered financial advisor currently at WILSHIRE-PENNINGTON GROUP, INC. located in Oklahoma Ciity, Oklahoma.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Benjamin has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Daniel Kennedy III's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2004 - Present
WILSHIRE-PENNINGTON GROUP, INC.
Office #1: 3129 N.w. 63rd Street, Oklahoma Ciity, OK 73116July 12, 2005 - September 21, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 2, 2004 - December 15, 2004
KESTRA INVESTMENT SERVICES, LLC
January 28, 1999 - December 31, 2004
XELAN
February 22, 1996 - April 2, 1997
VONFELDT & ASSOCIATES, INC.
February 14, 1995 - November 3, 1995
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2012)
(6/1/2004)
(6/19/2007)
Exams
Current Firm
WILSHIRE-PENNINGTON GROUP, INC.
CRD#: 127465 / SEC#: 801-67795
Contact information
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 42,600,000 |
Red Flags
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Company Information
WILSHIRE-PENNINGTON GROUP, INC.
CRD#: 127465Oklahoma Ciity, OK 73116TRUST BUT VERIFY
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