Lisa Kennedy
Advisor at LPL Enterprise
Updated today
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.
Fee options
Flat fees for financial planning and consulting services typically range from $0 to $10,000.
Up to $500 per hour for financial planning and consulting services.
Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.
Work history
LPL Enterprise
2025 - Present (1 year)
PRUCO Securities
2024 - 2024 (1 year)
Thrivent Financial
2024 - 2024 (1 year)
Thrivent Investment Management Inc.
2024 - 2024 (1 year)
Self-employed
2022 - 2022 (1 year)
Homemaker
2004 - 2024 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
John L
Series 66
Mechanicsville, MD
Edward Jones
Theodore S
CFP®, Series 66
Prince Frederick, MD
Edward Jones
Justin A
Series 66
Prince Frederick, MD
Edward Jones
Linda S
Series 66
Waldorf, MD
Edward Jones
David M
Series 63, Series 65, Series 66
Leonardtown, MD
Edward Jones
Thomas R
Series 66
Huntingtown, MD
Edward Jones
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