Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendrick? Claim Your ProfileKendrick Dell Coulthard is a financial advisor with over 30 years of experience in the industry. Kendrick is currently registered with LPL Financial LLC, and has been with the firm since May 2022. Prior to joining LPL, Kendrick worked with CUNA Brokerage Services, Inc. for over 30 years and Southeast Financial Credit Union. Kendrick holds both Series 7 and Series 63 securities licenses, as well as Series 24 and Series 65 licenses. Kendrick is a registered investment advisor in Tennessee and Texas.
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.
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2
TN
05/30/2022 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
11/19/1991 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BRENTWOOD TN)
NY
07/18/1989 - 08/31/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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