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Clark Alan Kendall

Kendall Capital Management

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About Clark Alan Kendall

Clark Alan Kendall is an Investment Advisor Representative at Kendall Capital Management with over 30 years of experience in the financial services industry. Clark has a broad range of experience and holds both the Series 7 and Series 63 licenses. Clark is a Certified Financial Planner and a Chartered Financial Analyst. Clark has been associated with Kendall Capital Management since 2005. Prior to joining Kendall Capital Management, Clark worked at GNA Securities, Inc., Legg Mason Wood Walker, Incorporated, and Folger Nolan Fleming Douglas Incorporated.

Firm Information

Clark Kendall is currently registered with Kendall Capital Management. Kendall Capital Management is an investment advisor based in Rockville, MD. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $519,787,468 in assets for 1,440 clients.
Kendall Capital Management

2000 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$519.79M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clark Kendall’s Registration & Firm History

MD

01/05/2017 - Present

Kendall Capital Management (ROCKVILLE MD)

VA

01/17/1992 - 08/16/1996

GNA SECURITIES, INC. (GLEN ALLEN VA)

MD

02/12/1988 - 01/20/1990

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

09/13/1983 - 02/20/1988

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

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Licenses & Designations

BC

Issued 08/30/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark Alan Kendall.
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