Kendall Borchardt (CRD# 2308029) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cardea Capital Group, Inc. | Atlanta, GA | Jan 2021 - Current | 3 |
| Cardea Capital Advisors | Atlanta, GA | Mar 2020 - Current | 4 |
| Lindner Capital Advisors, LLC | Atlanta, GA | Mar 2020 - Dec 2020 | < 1 |
| Emerge Capital Management, Inc. | Norcross, GA | Apr 2018 - Feb 2020 | 1 |
| Lindner Capital Advisors, Inc. | Marietta, GA | Jul 2009 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- GA
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$318,112
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AL, CA, FL, GA, LA, MA, NC, NJ, NY, TX
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