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Kendrick Laurence Bailey

Charles Schwab & CO., Inc.

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About Kendrick Laurence Bailey

Kendrick Laurence Bailey is a financial advisor with over 25 years of experience in the industry. Kendrick is currently registered with Charles Schwab & Co., Inc. and has been associated with the firm since August 1997. Prior to joining Charles Schwab & Co., Inc. Kendrick held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bear, Stearns & Co. Inc. Kendrick is licensed to provide financial advice in California and Colorado.

Firm Information

Kendrick Bailey is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kendrick Bailey’s Registration & Firm History

CO

08/01/1997 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

NY

10/20/1995 - 06/06/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/25/1995 - 08/04/1995

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2017

Series 57 - Securities Trader Exam

BC

Issued 04/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kendrick Laurence Bailey.
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