Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McKendrick is a registered investment advisor representative with Fisher Investments. Kelly McKendrick has been in the financial services industry since 2012. Kelly McKendrick holds the Series 65 and Series 66 securities licenses and is registered with the state of Tennessee and Texas. Kelly McKendrick is also qualified to provide financial advice to a variety of client types, including individuals, high-net-worth individuals, investment companies, corporations, pooled investment vehicles, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
09/25/2024 - Present
Fisher Investments (Signal Mountain TN)
Active
Inactive
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