Kendall Acheson, financial advisor Portland OR
93 score

Kendall Acheson

CRD Number: 5363756
Current Firm: Raymond James & Associates, Inc.

Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates Portland, OR Oct 2013 - Current 3
Stifel Nicolaus & Co Inc. Portland, OR Sep 2011 - Oct 2013 2
Morgan Stanley Smith Barney Portland, OR Jun 2010 - Aug 2011 1
Harpy LLC Forrest Grove, OR Apr 2009 - May 2010 1
Carla Properties Portland, OR Nov 2009 - Mar 2010 < 1
Charles Schwab & Company, Inc. Englewood, CO Feb 2008 - Jul 2009 1
Iw Financial Boulder, CO Aug 2007 - Dec 2007 < 1
Rock Bottom Restaurants Boulder, CO Jun 2005 - Dec 2007 2
Full Time Student Boulder, CO Aug 2003 - Dec 2007 4
Ubs Portland, OR Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Kendall B. Acheson
Phone Number: 727-567-1000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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