Eron Kennedy
Advisor at Forthright Partnerstm
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Forthright Partnerstm
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV
Credentials
Series 65
Industry experience
3 years
Eron Kennedy is a financial advisor with Forthright Partners, holding a Series 65 license and three years of industry experience. He has worked at Trident Capital Advisors, LPL Financial, and Nevada State Bank. Outside of investment advising, he serves as a trust officer at Premier Trust, where he discusses trust services with clients, advisors, and attorneys. Forthright Partners serves corporate plan sponsors and their employees by combining retirement-plan consulting and employer-sponsored financial education with investment advisory and financial planning for individual and high-net-worth accounts. The firm generally manages client assets on a non-discretionary basis and offers employer-paid financial education, public workshops, and limited hourly consulting in addition to asset management services.
Based on Forthright Partnerstm
Based on Forthright Partnerstm
Employer Sponsored Financial Education: $0 - $5 per employee per month (PEPM) with minimum fixed fee $80; Educational Workshops: $0 - $5,000 per workshop
Under $1,000,000 - $999,999: 1.50% annually $1,000,001+: 1.00% annually
$200 per hour, may be negotiable
Employer Sponsored Financial Education: Fixed fee $0 - $5 per employee per month (PEPM), minimum fixed fee $80, fee negotiable and minimums may be waived
Reno, NV
Nevada
Trident Capital Advisors
2019 - Present (7 years)
LPL Financial
2015 - 2019 (4 years)
Nevada State Bank
2012 - 2019 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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