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Kendall Benner is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Kendall has been in the industry since March 2022. Kendall is registered with the state of Virginia and is a Certified Financial Planner. Kendall has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Kendall's areas of expertise include financial planning, portfolio management, and retirement planning. Kendall is committed to providing clients with personalized advice and services that are tailored to their individual needs.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
05/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
Active
Inactive
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