Kendrick Coulthard is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
220 S Royal Oaks Blvd, Franklin, TN, 37068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kendrick works as a manager at Southeast Financial Credit Union and MEMBERS Financial Services, both investment-related, dedicating full-time hours to each. He also works at Southeast Financial Wealth Management, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations26 states
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