Joshua KendrickCRD Number: 5969435
Current Firm: Bb&t Investment Services, Inc.
Joshua Kendrick (CRD# 5969435) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Clarksburg, WV and has over 5 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Bbtis||Clarksburg, WV||Jul 2015 - Current||2|
|Bny Mellon||Pittsburg, PA||Aug 2012 - Jun 2015||2|
|Steeloaks Investment Adv||Weirton, WV||Jul 2011 - Jul 2012||1|
|West Virginia University||Morgantown, WV||Aug 2006 - May 2011||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
|S63||Uniform Securities State Law Examination||Oct 2015|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV