Philip Kendall, financial advisor Fort Worth TX
96 score

Philip Kendall

CRD Number: 3166736
Current Firm: Charles Schwab & Company, Inc.

Philip Kendall (CRD# 3166736) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Worth, TX and has over 17 years of experience in the finance industry. Philip Kendall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Fort Worth, TX Oct 2009 - Current 7
Charles Schwab Bank Fort Worth, TX Oct 2009 - Current 7
Colonial Brokerage, Inc. Montgomery, AL Apr 2009 - Oct 2009 < 1
Colonial Asset Management, Inc. Montgomery, AL Apr 2009 - Oct 2009 < 1
Fidelity Brokerage Services Dallas, TX Feb 2001 - Feb 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Philip A. Kendall
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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