Kendal Fordham
CRD Number: 6504618Current Firm: Privileged Planning 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Privileged Planning Inc. | Saint Johns, FL | Jul 2023 - Current | < 1 |
| Young, Fly & Foolish | Jacksonville, FL | Sep 2017 - Current | 6 |
| Planning Solutions International Llc Dba Toams Financial | Jacksonville, FL | Mar 2018 - Mar 2024 | 6 |
| Raymond James Financial Services Advisors Inc. | Jacksonville, FL | Apr 2017 - Feb 2019 | 1 |
| Raymond James Financial Services, Inc. | Jacksonville, FL | Mar 2017 - Feb 2019 | 1 |
| Our Bookkeepers | Jacksonville, FL | Sep 2017 - Dec 2018 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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