Shane Kendrick, financial advisor Greenville SC

Shane Kendrick

CRD Number: 5075984
Current Firm: Truist Advisory Services, Inc.

Shane Kendrick (CRD# 5075984) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 12 years of experience in the finance industry. Shane Kendrick 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
Truist Investment Services, Inc. Greenville, SC Feb 2021 - Current < 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current < 1
Bb&t Securities, LLC Greenville, SC Jan 2018 - Feb 2021 3
Bb&t Greer, SC Dec 2016 - Feb 2021 4
Bbtis Charlotte, NC Dec 2016 - Feb 2021 4
Bb&t Greenville, SC Feb 2014 - Dec 2016 2
Bb&t Bank Spartanburg, SC Jun 2011 - Feb 2014 2
Bbtis Charlotte, NC Jan 2011 - Feb 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
S63 Uniform Securities State Law Examination Feb 2017
Contact Info for Shane A. Kendrick
Phone Number: 404-827-6461
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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