Kendall AveryCRD Number: 1757749
Current Firm: Oppenheimer & Company Inc.
Kendall Avery (CRD# 1757749) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 35 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Oppenheimer & Co||Richmond, VA||Mar 2011 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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