Samantha X. Kennedy
Professional summary
Samantha Xu Quxia Kennedy, CFP®, who also goes by Samantha Xuquxia Kennedy, Samantha Kennedy, Samantha Xuquxia Lethbridge, Samantha Lethbridge, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Seattle, Washington.
Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samantha has worked at 4 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Xu Quxia Kennedy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
September 4, 2024 - Present
COMPOSITION WEALTH, LLC
March 15, 2022 - October 25, 2024
MAINSAIL FINANCIAL GROUP
July 2, 2020 - April 1, 2022
COMMONWEALTH FINANCIAL NETWORK
April 3, 2020 - April 1, 2022
COMMONWEALTH FINANCIAL NETWORK
August 19, 2015 - March 24, 2020
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2024)
Exams
Series 7TO
Date: 7/2/2020
General Securities Representative ExaminationCurrent Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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