KW
KW
Kendrick White
41 Years of Experience
Princeton, NJ
3 DisclosuresBroker
Kendrick White is a registered investment advisor at Raymond James & Associates, INC., based in Princeton, NJ, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
902 Carnegie Center, Suite 320, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2003Denied
Customer Dispute
October 2000Denied
Customer Dispute
April 1988Settled
Other Business Activities
Kendrick is a partner in Palmer's Restaurant since 2007, dedicating minimal time to the business. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2007 - Present · 18 yrs 10 mos
Raymond James & Associates, INC.
June 2007 - Present · 18 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
March 1994 - July 2007 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - July 2007 · 13 yrs 4 mos
Prudential Securities IncorporatedBroker
April 1985 - February 1994 · 8 yrs 10 mos
E. F. Hutton & Company INCBroker
July 1984 - May 1985 · 10 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMOMTNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.