Robert Lee Kennedy

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2010 → 11/2021
  Pride Financial Partners
  Portland, OR
• 11/2021 → Present
  Lpl Financial, Llc
  Lake Oswego, OR

Previous Registrations

• 2004-11-24 → 2021-12-02
  Woodbury Financial Services, Inc.
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

1) 5/1996 - Non-Variable Insurance - Robert Kennedy - Investment Related - 5% - Lake Oswego, OR 97035 2) 11/2021 - DBA for LPL Business (entity for LPL business) - PRIDE FINANCIAL PARTNERS - Investment Related - Lake Oswego, OR 97035

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-19
• S63 Uniform Securities Agent State Law Examination
  1995-03-29

Other Names

• Robert Kennedy