Unclaimed Profile

Laree Payne Kennedy

BROOKLINE INVESTMENTS, INC.·BIRMINGHAM, Alabama

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record22 years registeredBROOKLINE INVESTMENTS, INC.

2501 20TH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL 35223CRD# 2910808Firm CRD# 109239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laree Payne Kennedy · BIRMINGHAM, AL

Registration

CRD #2910808 · BROOKLINE INVESTMENTS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Oct 2019 – present

LINSCOMB & WILLIAMS

Sep 2019 – Oct 2019

Birmingham, AL

INVESTMENT ADVISORS

Dec 2018 – Sep 2019

BIRMINGHAM, AL

BROOKLINE INVESTMENTS, INC.

Jan 2013 – Dec 2018

BIRMINGHAM, AL

STERNE AGEE INVESTMENT ADVISORS, INC.

Sep 2011 – Aug 2012

BIRMINGHAM, AL

METLIFE SECURITIES INC.

Mar 2009 – Sep 2011

BIRMINGHAM, AL

MML INVESTORS SERVICES, INC.

Apr 2007 – Nov 2008

BIRMINGHAM, AL

AXA ADVISORS, LLC

Apr 2004 – Mar 2007

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · April 16, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKLINE INVESTMENTS, INC.

CRD 109239 · SEC 801-57057

AUM

$332M

Regulatory assets under management

Employees

33 client accounts

Services offered by BROOKLINE INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BROOKLINE INVESTMENTS, INC. →

Introduction

Speak with Laree

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Laree is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Laree Payne Kennedy offer?

Laree Payne Kennedy specializes in Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Laree Payne Kennedy's credentials?

Laree Payne Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laree Payne Kennedy located?

Laree Payne Kennedy is based in BIRMINGHAM, Alabama, working with BROOKLINE INVESTMENTS, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Laree Payne Kennedy charge for services?

Laree Payne Kennedy's firm is compensated through percentage of aum, performance-based fees, other: private fund incentive fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKLINE INVESTMENTS, INC.?

BROOKLINE INVESTMENTS, INC. has approximately 3 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →