Kendrick Webb, financial advisor Prescott AZ

Kendrick Webb

CRD Number: 2694155
Current Firm: Roxie Webb Securities Management,inc.

Kendrick Webb (CRD# 2694155) is an Investment Advisor Representative working at Roxie Webb Securities Management,inc. in Prescott, AZ and has over 21 years of experience in the finance industry.

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Yavapai Financial Planning, LLC
Company Name Location Dates Years
Roxie Webb Securities Management, Inc. Prescott, AZ May 2010 - Current 13
Central Yavapai Fire District Prescott Valley, AZ Jan 2013 - Jun 2014 1
Yavapai College Prescott, AZ Jan 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Kendrick C. Webb
Phone Number: 928-445-0500
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $298,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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