Kendra RiconosciutoCRD Number: 5411870
Current Firm: Lincoln Investment
Kendra Riconosciuto (CRD# 5411870) is an Investment Advisor Representative working at Lincoln Investment in University Place, WA and has over 10 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Investor Resources Inc.
Nr Smith & Associates, P.s.
|Capital Analysts||University Place, WA||Feb 2018 - Current||< 1|
|Lincoln Investment||Fort Washington, PA||Feb 2018 - Current||< 1|
|Lpl Financial LLC||Olympia, WA||May 2015 - Feb 2018||2|
|Russell Financial Services||Seattle, WA||Jan 2012 - Apr 2015||3|
|Chase Investment Services Corp.||Bonney Lake, WA||May 2009 - Dec 2011||2|
|Wamu Investments Inc.||Olympia, WA||Jul 2008 - May 2009||< 1|
|Great American Advisors, Inc.||Tacoma, WA||Aug 2007 - Jul 2008||< 1|
|Shelgren Financial Group||Tacoma, WA||Apr 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- A percentage of assets under your management
- Hourly charges
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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