Grant Marshall Kennedy
Investment adviser representative at Certified Advisory Corp
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
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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 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
11 years in the industry.
- Certified Advisory CorpJul 2025 to now
- Certified Financial GroupFeb 2024 to now
- Franklin TempletonJun 2022 to Aug 2022
- Omni Consulting FirmJan 2022 to Jun 2022
- University of FloridaAug 2019 to Dec 2023
- Hollister Clothing Co.Oct 2018 to Aug 2019
- Coral Springs HighschoolAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 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
- 7580194
- Firm CRD
- 120990