Carol PetrovCRD Number: 4438703
Current Firm: Kendall Capital Management
Carol Petrov (CRD# 4438703) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 20 years of experience in the finance industry. Carol Petrov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Kendall Capital Management||Rockville, MD||May 2014 - Current||8|
|Morgan Stanley Smith Barney||Bethesda, MD||Jun 2009 - May 2014||4|
|Morgan Stanley & Company Incorporated||Bethesda, MD||Nov 2008 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management480MILLIONS
Total Number of Accounts1,133ACCOUNTS
Average Account Value$423,253
- 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
- Pension consulting services
DC, DE, FL, MD, NH, TX, VA
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