Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Robert McKendry, financial advisor Jacksonville FL
96 score

Robert McKendry

CRD Number: 1014820
Current Firm: Lba Wealth Management, LLC

Robert McKendry (CRD# 1014820) is an Investment Advisor Representative working at Lba Wealth Management, LLC in Jacksonville, FL and has over 30 years of experience in the finance industry. Robert McKendry 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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Wealth By Empowerment
Professional Designations
Company Name Location Dates Years
Lba Wealth Management, LLC Jacksonville, FL Aug 2010 - Current 6
The Lba Group Jacksonville, FL May 2010 - Current 6
The Angell Pension Group Fleming Islando, FL Feb 2007 - May 2010 3
Daily Access Corporation Mobile, AL May 2001 - Feb 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
Contact Info for Robert A. McKendry
Phone Number: 904.396.4015
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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

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