Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Ray Curry is an investment advisor representative with LPL Financial LLC. Kendall has been in the financial industry since 1997. Kendall is registered with the state of Kansas and Texas. Kendall has experience with Cambridge Investment Research, Inc. and National Planning Corporation. Kendall has a Series 63, Series 66, Series 7 and SIE license.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
01/31/2024 - Present
LPL Financial LLC (LAWRENCE KS)
KS
09/15/2017 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lawrence KS)
KS
05/06/2004 - 09/19/2017
NATIONAL PLANNING CORPORATION (TOPEKA KS)
CA
01/10/2003 - 03/26/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
06/22/2000 - 05/09/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
FL
08/23/1997 - 12/31/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
09/14/1995 - 06/26/1997
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 02/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kendall Curry is the right advisor for you? Invested Better is here to help.
