Kellan Herndon (CRD# 6948032) is an Investment Advisor Representative working at Edward Jones in Lynden, WA and has over 5 years of experience in the finance industry.
CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
CRD# 1466824
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2018 - Current | 5 |
| Burlington-edison School District | Burlington, WA | Jan 2017 - May 2018 | 1 |
| Northwest Ambulance | Everett, WA | Jun 2017 - Nov 2017 | < 1 |
| South Whatcom Fire Authority | Bellingham, WA | Sep 2016 - Jun 2017 | < 1 |
| Burlington Fire Department | Burlington, WA | Jun 2016 - Jun 2017 | 1 |
| Skagit County Fire District #13 | La Conner, WA | Feb 2014 - Sep 2016 | 2 |
| National Fire Academy | Emmitsburg, MD | Jul 2016 - Aug 2016 | < 1 |
| Vsh Cpa | Bellingham, WA | Feb 2010 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, WY
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