WK
CFA
WK
CFA

William Kendall

23 Years of Experience
Rogers, AR
BrokerSells Insurance

William Kendall is a CFA-designated registered investment advisor, based in Rogers, AR, with 23 years of industry experience.

Location

5305 Village Parkway Ste 5, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is involved in several outside business activities, including owning a life and health insurance business, serving as an alderman on the Rogers City Council, and being a board member for Generations Bank Advisory Board. He also partners in LLCs that own residential and commercial rental properties.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 9 mos
World Investment Advisors, LLC
July 2015 - Present · 11 yrs
Previous Registrations
Pensionmark Securities, LLCBroker
October 2022 - October 2025 · 3 yrs
St. Bernard Financial Services, INC.Broker
June 2018 - October 2022 · 4 yrs 4 mos
Pensionmark Securities, LLCBroker
September 2017 - June 2018 · 9 mos
Capfinancial Securities, LLC.Broker
August 2015 - December 2017 · 2 yrs 4 mos
Pks Advisory Services, LLC
June 2011 - December 2015 · 4 yrs 6 mos
Pks Advisory Services, LLC
June 2011 - June 2011 · 0 mos
Advisoralliance, LLC
October 2006 - June 2011 · 4 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2006 - August 2015 · 8 yrs 11 mos
Morgan Keegan & Company, INC.
May 2005 - October 2006 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
August 2004 - October 2006 · 2 yrs 2 mos
Edward JonesBroker
March 2003 - August 2004 · 1 yr 5 mos
State Registrations5 states
ARILMOOKTX
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.