Valerie Kendrick
Valerie Kendrick is a registered investment advisor at Osaic Wealth, INC., based in Santa Rosa, CA, with 39 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1525 4th Street, Santa Rosa, CA, 95404
Get directionsHistory
Regulatory History (2)
Criminal
November 1967Criminal
June 1967Other Business Activities
Valerie jointly owns rental property with her husband, dedicating minimal time to it. She is also a general partner at Kendrick and Associates, focusing on tax preparation and planning for about half her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
1st Global Capital CORP.Broker
Five Star Resources, INC.Broker
Triple Check Financial Services, INC.Broker
First America Equities CORP.Broker
First America Equities CORP.Broker
Triple Check Financial Services, INC.Broker
State Registrations9 states
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.