Daniel Kendrick (CRD# 1832435) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Gainsville, GA and has over 35 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Advisory Services LLC | Charlotte, GA | Sep 2020 - Current | 3 |
| Innovation Partners LLC | Charlotte, NC | Aug 2016 - Current | 7 |
| Newport Coast Securities, Inc. | Irvine, CA | Oct 2010 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
- AL
- NM
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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