Kendell Adler (CRD# 4592220) is an Investment Advisor Representative working at Capital Square, LLC in Waco, TX and has over 21 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Square, LLC | Chattanooga, TN | Apr 2020 - Current | 4 |
| Unemployed | Roanoke, TX | Nov 2019 - Mar 2020 | < 1 |
| Standard Retirement Services, Inc. | Cincinnati, OH | Jan 2010 - Nov 2019 | 9 |
| Stancorp Equities, Inc. | Cincinnati, OH | May 2009 - Nov 2019 | 10 |
| Stancorp Investment Advisers, Inc. | Cincinnati, OH | May 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- TX
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$505,620
- 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
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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