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Greg K
Series 63, Series 65
Baton Rouge, LA
Lord Wellington Investments, LLC
Greg Kennedy is the principal of Lord Wellington Investments, LLC in Baton Rouge, LA, with 12 years of experience as a financial advisor. He holds Series 63 and Series 65 licenses and has maintained an active CPA practice since 1994. In addition to his advisory work, Kennedy is involved in private investment entities and serves as a licensed insurance agent. Lord Wellington Investments advises individuals and high-net-worth clients, providing financial planning services such as retirement and tax planning, cash flow management, education funding, and legacy planning. The firm does not directly manage client assets but recommends third-party money managers and coordinates related administrative services.
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