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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Charles Lovett is a financial advisor with over 25 years of experience in the industry. Kendall is currently registered with Cetera Investment Advisers LLC, a firm with over 100,000 clients and approximately $100 billion in assets under management. Kendall is also a registered Investment Advisor Representative in the state of Texas. Kendall previously worked with Questar Capital Corporation and Cetera Advisors LLC. Kendall provides financial planning services to individuals, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (WACO TX)
TX
06/23/2017 - 02/12/2019
QUESTAR CAPITAL CORPORATION (WACO TX)
TX
03/21/2011 - 06/28/2017
CETERA ADVISORS LLC (WACO TX)
TX
09/26/2008 - 04/20/2011
SII INVESTMENTS, INC. (WACO TX)
TX
07/18/2007 - 09/29/2008
MULTI-FINANCIAL SECURITIES CORPORATION (WACO TX)
TX
03/13/1996 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (WACO TX)
IA
Issued 7/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/1/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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