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Thomas Lawrence Kennedy

Advisor at Raymond James Financial — Florence, SC

Updated today

Credentials

Series 66

Experience

8 years

Location

Florence, SC 29506

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Thomas Kennedy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Signature Wealth Group, LLC and Raymond James Financial Services for the duration of his career. In addition to his advisory role, he is involved with Signature Wealth Group, LLC in an associate capacity focused on client advising and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is known for its municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory program.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Florence, SC

135 S. Dargan Street, Suite 200

Florence SC 29506

Advisors at this office

5

Most active in

South Carolina · Texas

Work history

8 years of industry experience

Signature Wealth Group, LLC

2018 - Present • 8 years

Florence, SC

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2018 - Present • 8 years

Florence, SC

RAYMOND JAMES FINANCIAL SERVICES, Inc.

2018 - Present • 8 years

Florence, SC

Signature Wealth Services

2017 - Present • 9 years

Florence, SC

Raymond James Financial Services, Inc.

2017 - 2018 • 1 year

Florence, SC

Moore Beauston Woodham

2016 - 2017 • 1 year

Hartsville, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Conrad S

CFP®, Series 65

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Seastrunk Financial Management, LLC since 2016. He holds a Series 65 license and is based in Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm combines portfolio construction with ongoing monitoring, integrating tax preparation and client education through digital collaboration tools.

General retirement planning Retirement income strategy Tax-loss harvesting Divorce financial planning Executive Approaching retirement Parents
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Conrad S

CFP®, Series 63

Florence, SC

Seastrunk Financial Management, LLC

Conrad Seastrunk is a CFP® professional with 15 years of industry experience and has been leading Seastrunk Financial Management Co. since 1994. He holds a Series 63 license and operates from Florence, SC. Seastrunk Financial Management serves individual and high-net-worth clients, as well as trusts and estates, offering investment advisory, discretionary portfolio management, and modular financial planning services. The firm integrates tax preparation into its wealth management approach and emphasizes client education and digital collaboration through platforms like eMoney Advisor™ and webinars.

General retirement planning Retirement income strategy Tax-loss harvesting Divorce financial planning Executive Approaching retirement Parents
user avatar

Amy F

CFP®

Florence, SC

Websterrogers Financial Advisors, LLC

Amy Fisher is a CFP® with 19 years of industry experience, currently serving at Websterrogers Financial Advisors, LLC since 2007. She has also been associated with Webster Rogers LLP since 2004. WebsterRogers Financial Advisors, LLC serves individuals, trusts, small businesses, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and consulting on tax, estate, and cash-flow matters. The firm employs a long-term investment approach based on Modern Portfolio Theory and diversified allocations across mutual funds, ETFs, fixed-income securities, and alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Alexander R

CFA®, Series 63, Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Alexander Rasmussen is a CFA® charterholder with 19 years of industry experience. He has been with Websterrogers Financial Advisors, LLC since 2016, currently serving as part of a seven-advisor team based in Florence, SC. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term strategies based on Modern Portfolio Theory and diversified allocations implemented through mutual funds, ETFs, fixed-income securities, and alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Jessica H

Series 63, Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Jessica Harrington is a financial advisor at Websterrogers Financial Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Websterrogers since 2015. Websterrogers Financial Advisors, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, using diversified allocations primarily with mutual funds, ETFs, and select fixed-income securities or alternatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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Drake W

Series 65

Florence, SC

Websterrogers Financial Advisors, LLC

Drake Wright is a financial advisor at Websterrogers Financial Advisors, LLC in Florence, SC, holding a Series 65 designation with seven years of industry experience. He has been with Webster Rogers since 2016. WebsterRogers Financial Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and charitable organizations. The firm emphasizes long-term, diversified investment strategies using Modern Portfolio Theory and employs tools such as risk-tolerance questionnaires and Monte Carlo simulations to guide portfolio allocation.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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