Kendall Curry
Kendall Curry is a registered investment advisor at LPL Financial LLC, based in Lawrence, KS, with 29 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
4910 Corporate Centre Drive, Suite 101, Lawrence, KS, 66047
Get directionsHistory
Regulatory History (2)
Criminal
September 1997Criminal
January 1976Other Business Activities
Kendall operates DMBruce Wealth Solutions as a DBA for their LPL business since October 2023. They also have DM Bruce Associates, a business entity for tax/investment purposes since 1997.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Legacy Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Intersecurities, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations10 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.