John Kendall is a registered investment advisor at LPL Financial LLC, based in Hailey, ID, with 24 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
Hailey, ID
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
John is involved in several outside business activities. He spends minimal time on real estate rental through Golden Parachute LLC and has a management role in a family LLP, as well as operating Waypoint Wealth Management and Kendall Financial Services for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations7 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.