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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendrick? Claim Your ProfileKendrick Ware Mattox is a financial advisor with SCS Capital Management LLC. Kendrick has over 20 years of experience in the financial services industry. Kendrick's career spans several firms in the industry including Edge Corporate Finance, LLC and Carolinas Investment Consulting LLC. Kendrick holds a Series 3, 4, 7, 63, and 65 licenses, along with a Series 30. Kendrick is also a Chartered Financial Analyst. Kendrick is based out of the Charlotte, NC office of SCS Capital Management LLC.
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.
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.
Credit, cash management, and insurance solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
02/06/2025 - Present
SCS Capital Management LLC (Charlotte NC)
NC
08/19/2011 - 12/31/2017
EDGE CORPORATE FINANCE, LLC (CHARLOTTE NC)
NC
06/14/2001 - 08/22/2011
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
MN
07/29/1996 - 09/24/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 06/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2018
Series 30 - NFA Branch Manager Examination
BC
Issued 05/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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