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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mattox is an investment advisor representative at Kendall Capital Management. Brian has been in the industry for more than 20 years and has experience with a variety of firms including LPL Financial LLC, Fortigent Securities Company, LLC, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Brian is registered with the state of Maryland and holds a Series 66, Series 7 and SIE license. Brian's firm, Kendall Capital Management, is a registered investment advisor firm that manages a diverse portfolio of client assets including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian has a diverse specializations in portfolio management, financial planning, and investment advisory.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
03/06/2018 - Present
Kendall Capital Management (ROCKVILLE MD)
MD
08/20/2013 - 10/21/2014
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
03/21/2008 - 02/27/2012
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
NY
02/21/2006 - 04/07/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
03/26/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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