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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendle? Claim Your ProfileKendle Francom Smith is a financial advisor with Pure Financial Advisors, LLC. Kendle has been in the financial services industry since 2013 and holds a Series 66 license and a Series 7 license. Kendle is a Certified Financial Planner and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Kendle is registered with the state of California. Pure Financial Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm's office is located in San Diego, CA. The firm provides advisory services to individuals and families, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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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CA
02/11/2020 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
10/24/2018 - 01/22/2020
LPL FINANCIAL LLC (LANCASTER CA)
CA
06/25/2013 - 10/30/2018
WADDELL & REED (RIVERSIDE CA)
BOTH
Issued 07/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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