Privileged Planning Inc.

Privileged Planning Inc. (CRD# 327124) is a financial advisory firm headquartered in Saint Johns, FL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
450 State Road 13 North, Suite 106, Saint Johns, FL 32259
https://privilegedplanning.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Privileged Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kendal Fordham, financial advisor Saint Johns FL
Kendal A. Fordham
CRD#: 6504618
450 State Road 13 North, Suite 106, Saint Johns, FL 32259

Kendal Fordham (CRD# 6504618) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville, FL. She built a reputation for helping women & minority professionals as well as professional athletes break into the daunting world of personal finance and investing.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals