Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendrick? Claim Your ProfileKendrick Vern Herring is a financial advisor with Titleist Asset Management, LLC. Kendrick has been in the financial services industry since 1987. Kendrick is registered with the state of Texas and has a Series 7 and Series 63 license. Kendrick specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Kendrick has experience working with high net worth individuals, corporations, and individuals other than high net worth individuals. Kendrick is a Certified Financial Planner.
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.
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.
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.
1
2
TX
12/02/2024 - Present
Titleist Asset Management, LLC (CORPUS CHRISTI TX)
TX
08/12/1996 - 03/06/2002
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
CA
03/15/1989 - 04/25/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
11/01/1988 - 03/23/1989
FIRST ALLIANCE SECURITIES, INC.
GA
03/14/1988 - 10/31/1988
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
NA
04/29/1987 - 03/23/1988
ISFA CORPORATION
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kendrick Herring is the right advisor for you? Invested Better is here to help.
