Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kendrick is a financial advisor registered with IP Financial Advisory Services LLC and has been in the industry since 1988. Daniel is a Series 6, 22, 24, 62 and 63 licensed representative and is a registered Investment Advisor Representative in Alabama and New Mexico. Daniel Kendrick has prior experience with several financial firms including Newport Coast Securities, Inc., Brookstone Securities, Inc., Empire Financial Group, Inc., Centennial Capital Management, Inc., Buckhead Financial Corporation, Anchor National Financial Services, Inc., H.D. Vest Investment Securities, Inc. and Mutual Benefit Financial Service Company.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
GA
09/16/2020 - Present
IP Financial Advisory Services LLC (Gainsville GA)
GA
10/28/2010 - 08/08/2016
NEWPORT COAST SECURITIES, INC. (GAINESVILLE GA)
FL
10/17/2008 - 10/19/2010
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
GA
07/20/2001 - 10/28/2008
EMPIRE FINANCIAL GROUP, INC. (GAINESVILLE GA)
GA
12/07/1995 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NA
05/04/1989 - 11/16/1995
BUCKHEAD FINANCIAL CORPORATION
NA
11/10/1988 - 05/08/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
08/31/1988 - 12/14/1988
H.D. VEST INVESTMENT SECURITIES, INC.
NA
07/28/1988 - 09/07/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kendrick is the right advisor for you? Invested Better is here to help.
