John Kenney

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 01/2018
  Nationwide Securities, Inc
  Canajoharie, NY
• 01/2018 → 07/2018
  Protective Life
  Cary, NC
• 01/2018 → 07/2018
  Proequities Inc
  Cary, NC
• 10/2018 → 03/2019
  Lpl Financial Llc
  Raleigh, NC
• 10/2018 → 03/2019
  The Fidelity Bank
  Raleigh, NC
• 03/2019 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 03/2019 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2018-10-05 → 2019-03-29
  Lpl Financial Llc
  Raleigh, NC
• 2018-02-01 → 2018-08-20
  Concourse Financial Group Securities, Inc.
  Cary, NC
  Birmingham, AL
• 2008-08-01 → 2018-01-09
  Nationwide Securities, Llc
  Grandview Heights, OH
  Scotia, NY
  Latham, NY
  Scotia, NY
  Columbus, OH
• 2007-08-20 → 2008-08-01
  1717 Capital Management Company
  Newark, DE
  Scotia, NY

Exams

• S66 Uniform Combined State Law Examination
  2007-06-30
• S63 Uniform Securities Agent State Law Examination
  2000-12-19

Other Names

• John M Kenney
• John M Kenney