Philip KendallCRD 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.
Box Financial Advisors, LLC
Aspen Wealth Management
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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