Clark Kendall, financial advisor Rockville MD
96 score

Clark Kendall

CRD Number: 1144480
Current Firm: Kendall Capital Management

Clark Kendall (CRD# 1144480) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has over 33 years of experience in the finance industry. Clark Kendall 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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Professional Designations
Company Name Location Dates Years
Kendall Capital Management Sandy Spring, MD Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Clark A. Kendall
Phone Number: 301-838-9110
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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

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