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Rhonda Lisbon-Kendall

20 Years of Experience
Berlin, CT
Broker

Rhonda Lisbon-Kendall is a registered investment advisor at Raymond James & Associates, INC., based in Berlin, CT, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Berlin, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rhonda is a 50% partner/owner of Wash Me Clean Auto Detailing LLC, a joint business venture with her spouse. She dedicates minimal time to this business and will not be an operating employee.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - October 2024 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2017 - October 2024 · 6 yrs 11 mos
UBS Financial Services INC.
May 2008 - December 2017 · 9 yrs 7 mos
UBS Financial Services INC.Broker
May 2008 - December 2017 · 9 yrs 7 mos
Citigroup Global Markets INC.
February 2007 - June 2008 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2007 - June 2008 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2005 - January 2007 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - January 2007 · 1 yr 9 mos
State Registrations30 states
CACOCTDCDEFLGAILMAMDMEMIMONCNHNJNVNYORPARISCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Rhonda Lisbon-Kendall - Financial Advisor | TrueAdvisor