Johnna Kendrick (CRD# 5204334) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Investor Services | Raleigh, NC | Sep 2022 - Current | 1 |
First Citizens Investor Services | Raleigh, NC | Nov 2021 - Sep 2022 | < 1 |
First Citizens Asset Management | Columbia, SC | Nov 2019 - Dec 2021 | 2 |
First Citizens Investor Services | Raleigh, NC | Jun 2019 - Nov 2021 | 2 |
Edward Jones | St Louis, MO | Mar 2019 - May 2019 | < 1 |
Bb&t Securities, LLC | Cary, NC | Jan 2018 - Feb 2019 | 1 |
Bb&t Investments | Charlotte, NC | Oct 2009 - Jan 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2010 |
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- NC
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Total Assets Under Management1,729MILLIONS
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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