Kendrick CoulthardCRD Number: 1956276
Current Firm: Cuna Brokerage Services, Inc.
Kendrick Coulthard (CRD# 1956276) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Nashville, TN and has over 27 years of experience in the finance industry. Kendrick Coulthard 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.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Southeast Financial Credit Union||Brentwood, TN||Dec 2007 - Current||9|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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