Unclaimed Profile

Michael Richard Kennedy

CALPA ADVISORS LLC·KIRKLAND, Washington

SIE, Series 3, Series 7, Series 7TO, Series 63, Series 65, Series 66Clean record17 years registeredCALPA ADVISORS LLC

11250 KIRKLAND WAY, KIRKLAND, WA 98033CRD# 4949439Firm CRD# 318008

Profile Verification

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

Identity

Michael Richard Kennedy · KIRKLAND, WA

Registration

CRD #4949439 · CALPA ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

BUTLER CAPITAL PARTNERS

Dec 2022 – present

CALPA ADVISORS LLC

Feb 2022 – present

D.A. DAVIDSON & CO.

Apr 2009 – Sep 2011

SEATTLE, WA

RA BENCH, INC

Jan 2009 – Apr 2009

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 63

Series 65

Series 66

Registration record

First registered · January 1, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALPA ADVISORS LLC

CRD 318008 · SEC 801-131087

Employees

Total firm employees

Services offered by CALPA ADVISORS LLC

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at CALPA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Richard Kennedy offer?

Michael Richard Kennedy is a registered financial advisor in KIRKLAND, Washington. Contact their office for details on services offered.

What are Michael Richard Kennedy's credentials?

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

Where is Michael Richard Kennedy located?

Michael Richard Kennedy is based in KIRKLAND, Washington, working with CALPA ADVISORS LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Michael Richard Kennedy charge for services?

Michael Richard Kennedy's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALPA ADVISORS LLC?

CALPA ADVISORS LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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