Kennedy S Reardon
Investment adviser representative at Ifc Advisors LLC
15 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Ifc Advisors LLCNov 2024 to now
- Wells Fargo Clearing Services, LLCNov 2021 to Nov 2024
- Bank of America N.A.Jan 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Nov 2021
- Jon & Vinny'sSep 2019 to Nov 2019
- Nickel MineSep 2019 to Nov 2019
- Santa Barbara Polo & Racquet ClubJul 2019 to Sep 2019
- University of California Santa BarbaraSep 2017 to Jun 2019
- ConvivoJul 2016 to Jul 2019
- BarcaraApr 2012 to Nov 2016
- Santa Barbara City CollegeAug 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ifc Advisors LLC
$2.3BAssets managed
393Clients
9Advisers
2 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
- 7201727
- Firm CRD
- 332157