Royal Kennard (CRD# 4377278) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Idaho Falls, ID and has over 22 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthwave | Idaho Falls, ID | Jan 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Idaho Falls, ID | Jan 2012 - Current | 12 |
| Wfgia | Idaho Falls, ID | Jun 2001 - Current | 22 |
| Royal's Promotion Marketing | Farmington, UT | Oct 1999 - Current | 24 |
| Regence Blue Cross Blue Shield | Farmington, UT | Jul 2008 - Oct 2017 | 9 |
| First Priority Insurance | Ogden, UT | Aug 2010 - Jul 2016 | 5 |
| Humana | Salt Lake City, UT | Jul 2008 - Jul 2016 | 8 |
| Rental | Farmington, UT | Jun 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- ID
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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