Kerry Spell Pennington
Investment adviser representative at The Financial Resource Center
25 yearsExperience
1 stateRegistered in
$642.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- The Financial Resource CenterApr 2022 to now
- Cambridge Investment Research, IncMar 2005 to now
- Jeff Wylie & Associates, Inc.Jan 2001 to now
- Cambridge Investment Research Advisors, IncMar 2005 to May 2022
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
The Financial Resource Center
Legal name: The Financial Resource Center, Inc.
$642.5MAssets managed
247Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2975051
- Firm CRD
- 316747