Kendal FordhamCRD 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Marian Financial Services Inc.
|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||2|
|Raymond James Financial Services, Inc.||Jacksonville, FL||Mar 2017 - Current||2|
|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|
Total Assets Under Management103,692MILLIONS
Total Number of Accounts343,734ACCOUNTS
Average Account Value$301,664
- 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
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.