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Sally Ann Kennedy

Real Financial Planning, LLC

Guilford, CT

CRD 6193701

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Employer firm

Real Financial Planning, LLC CRD 167877

18 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Real Financial Planning, Llc

705 Boston Post Road, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2013-07-02
  • CT RA
    APPROVED
    Since 2013-07-02

Branch Locations

705 Boston Post Road, Guilford, CT 06437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Other Businesses

Tax preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-18
  • S65 Uniform Investment Adviser Law Examination
    2013-06-18
Designations
  • Certified Financial Planner
Other Names
  • Sally Ann Agnew
  • Sally Ann Massey

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Nearby Investors

BRETT DANIEL DOLAN
KENNETH W. CARONE
AMIE ELISABETH BROWER

Nearby Offices

OSAIC WEALTH, INC. · Guilford, CT
COMMONWEALTH FINANCIAL NETWORK · Guilford, CT
LPL FINANCIAL LLC · GUILFORD, CT

More in Guilford, CT

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