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Michael Richard Kennedy

CALPA ADVISORS LLC·KIRKLAND, Washington
Clean recordCALPA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Richard Kennedy is a registered financial advisor based in KIRKLAND, Washington, affiliated with CALPA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
CALPA ADVISORS LLC
CALPA ADVISORS LLC
AUM
Regulatory assets under management
Employees
1
Total firm employees
Services
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4949439
Firm CRD# 318008
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05

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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