Kendal Fordham, financial advisor Jacksonville FL
97 score

Kendal Fordham

CRD Number: 6504618
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Fee Only

Kendal Fordham (CRD# 6504618) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville, FL. She built a reputation for helping women & minority professionals as well as professional athletes break into the daunting world of personal finance and investing.

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Company Name Location Dates Years
Young, Fly & Foolish Jacksonville, FL Sep 2017 - Current 1
Our Bookkeepers Jacksonville, FL Sep 2017 - Current 1
Raymond James Financial Services Advisors Inc. Jacksonville, FL Apr 2017 - Current 1
Raymond James Financial Services, Inc. Jacksonville, FL Mar 2017 - Current 1
Raymond James And Associates St. Petersburg, FL Jun 2015 - Feb 2017 1
Florida State University Tallahassee, FL Aug 2011 - Aug 2015 4
Finish Line Tallahassee, FL Jun 2014 - Aug 2014 < 1
Full Time Student Palm Harbor, FL Aug 2005 - Aug 2011 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2016
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Kendal A. Fordham
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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