Susan Kendall
Susan Kendall is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pacific Grove, CA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
315 Grand Ave, Pacific Grove, CA, 93950
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is involved in fixed insurance sales, tax and accounting services, and is the president and sole owner of Symmetry Financial Advisors, Inc. She also serves as a trustee for the branch office retirement plan.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 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.