Kristen KendallCRD Number: 6788410
Current Firm: Lpl Financial LLC
Kristen Kendall (CRD# 6788410) is an Investment Advisor Representative working at Lpl Financial LLC in Papillion, NE and has over 3 years of experience in the finance industry.
Cambridge Advisors Inc.
Securities America Advisors, Inc.
Ubs Financial Services Inc.
|Lpl Financial LLC||Papillion, NE||May 2019 - Current||1|
|Cobalt Credit Union (formerly: Sac Federal Credit Union)||Papillion, NE||Oct 2017 - Current||3|
|Unemployed||Omaha, NE||Sep 2017 - Oct 2017||< 1|
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Apr 2017 - Aug 2017||< 1|
|Pentagon Federal Credit Union||Omaha, NE||Oct 2016 - Feb 2017||< 1|
|Universtiy Of Nebraska At Omaha||Omaha, NE||Aug 2015 - Dec 2016||1|
|Nebraska Furniture Mart||Omaha, NE||Jan 2015 - Oct 2016||1|
|Old Navy||Omaha, NE||Apr 2016 - Jul 2016||< 1|
|Bank Of The West||Omaha, NE||Jun 2012 - Jan 2016||3|
|College Of Saint Mary||Omaha, NE||Aug 2014 - Sep 2014||< 1|
|University Of Nebraska At Omaha||Omaha, NE||Aug 2012 - May 2014||1|
|Applebee's||Avon, OH||Nov 2011 - May 2012||< 1|
|Unemployed||Omaha, NE||Dec 2010 - Nov 2011||< 1|
|University Of Maryland University College||Apo, CA||Aug 2009 - Jan 2011||1|
|Dod Community Bank||Apo,||Mar 2010 - Dec 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2017|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management207,793MILLIONS
Total Number of Accounts892,326ACCOUNTS
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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