Emily Kennedy Gardner
Investment adviser representative at Zacks Intelligence LLC
11 yearsExperience
1 stateRegistered in
$2Firm assets
1 yearFirm 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 assetsSubscriptionOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Zacks Intelligence LLCAug 2026 to now
- Pfg IndependentJul 2024 to now
- Sorrento Pacific Financial, LLCJul 2024 to now
- Santa Barbara Bowl FoundationJul 2017 to now
- LPL Financial LLCMay 2025 to Oct 2025
- Creativeone WealthAug 2024 to Apr 2026
- Partnervest Financial GroupAug 2024 to Apr 2026
- Milestones Bar and GrillJan 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Zacks Intelligence LLC
$2Assets managed
1Clients
4Advisers
1 yearIn 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
- 7958731
- Firm CRD
- 333798