Craig M. Kennedy

MARTIN WEALTH MANAGEMENT

Irvine, CA 92604

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CRD#: 4835424

Professional summary

Craig Mckay Kennedy is a registered financial advisor currently at MARTIN WEALTH MANAGEMENT, LLC located in Irvine, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Craig has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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.

SEACLIFF FINANCIAL & INSURANCE SERVICES INC; GENERAL PARTNER; INSURANCE BUSINESS; FULL TIME AND DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Mckay Kennedy'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®

None

Experience

Current

February 12, 2013 - Present

MARTIN WEALTH MANAGEMENT, LLC

Office #1: 4000 Barranca Pkwy Suite 250, Irvine, CA 92604

RIA

CRD#: 147225

Irvine, CA

Past

June 26, 2009 - November 20, 2012

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

NEWPORT BEACH, CA

Past

June 25, 2009 - November 20, 2012

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

NEWPORT BEACH, CA

Past

January 15, 2008 - June 30, 2009

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

LONG BEACH, CA

Past

October 18, 2004 - May 7, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LONG BEACH, CA

Past

September 20, 2004 - May 7, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LONG BEACH, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(2/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/2004

General Securities Representative Examination

Current Firm

MARTIN WEALTH MANAGEMENT, LLC

105 ADVISOR | MARTIN WEALTH MANAGEMENT, LLC

CRD#: 147225 / SEC#:

California

Registered Investment Advisory firm - (6/20/2008 Approved)

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Contact information

Main Address

4000 Barranca Pkwy Suite 250, Irvine, CA 92604

Mailing Address

Phone number

(949) 854-4941

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig M. Kennedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Mckay Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTIN WEALTH MANAGEMENT, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

MIDAMERICA FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2004

Series 63

Date: 10/9/2004

Series 7

Date: 9/17/2004

Current Firm

MARTIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MARTIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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