Kendell Phillip (CRD# 7316030) is an Investment Advisor Representative working at Lockstep Financial LLC in Odenton, MD and has over 5 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lockstep Financial LLC | Odenton, MD | Nov 2020 - Current | 3 |
| Northrop Grumman | Baltimore, MD | Feb 2009 - Current | 15 |
| Maverick Trading | Silver Spring, MD | Mar 2013 - May 2019 | 6 |
| Solstice Innovation LLC | Silver Spring, MD | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MD
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$55,316
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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