Kevin Kennedy has been Shareholder and President of Flying Point Financial since January 2025, is a control person of the firm and directly owns 75% or more of it. Kevin Kennedy studied at Boston University.
Flying Point Financial, Inc. is a North Andover, MA firm with $207M under management, 191 clients and 3 advisers across 4 offices, as of its September 2026 filing.
Kevin Kennedy is President of Flying Point Financial, Inc. He has over 20 years of experience in financial planning and investment management and is the firm's chief investment strategist, designing individualized investment portfolios. He also works with entrepreneur clients and on college planning and Social Security planning.
Investment adviser representative registrations
Kevin Kennedy is registered as an investment adviser representative in 2 states. The first approvals date from March 2004; the most recent is New Hampshire, in February 2005.
- MassachusettsSince 1 March 2004
- New HampshireSince 3 February 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 November 2001 |
| Series 7 | General Securities Representative Examination | 25 October 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin James Kennedy
- CRD
- 4421611
- Firm
- Flying Point Financial · CRD 107915
- Role
- Shareholder and President
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flyingpointfinancial.com
Where does Kevin Kennedy work?
Kevin Kennedy has been Shareholder and President of Flying Point Financial, Inc. since January 2025, and is a control person of the firm.
Is Kevin Kennedy a financial advisor?
Yes. Kevin Kennedy has a current investment-adviser registration in Massachusetts and New Hampshire, through Flying Point Financial since March 2004.
How many years of experience does Kevin Kennedy have?
Kevin Kennedy has 22 years in the financial industry, since March 2004, across 1 adviser firm.
What exams has Kevin Kennedy passed?
Kevin Kennedy has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2001.
Is Kevin Kennedy registered with FINRA?
No. Kevin Kennedy has no current broker registration.
How can I verify Kevin Kennedy’s record?
Search CRD 4421611 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Kennedy’s full registration record.
