William R. Kennedy
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you William R. Kennedy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- True Course RetirementJun 2026 to now
- Ameritas Advisory Services, LLCJan 2023 to now
- Ameritas Investment Company, LLCOct 2022 to now
- Ameritas Life Insurance CompanyOct 2022 to now
- Capstone Financial GroupMay 2022 to now
- Amp Printing, Inc.Sep 2013 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 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
- 7463535
- Firm CRD
- 317245