Kenneth Kendall is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bentonville, AR, with 20 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
3213 Avignon Way, Bentonville, AR, 72712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is involved with Longview Capital Partners, LLC for tax/investment purposes, dedicating minimal time. He also operates Heritage Wealth Management (DBA Oak Crest Wealth Management) as a DBA for his LPL business, taking nearly full-time hours, and Heritage Wealth Management, LLC for tax purposes, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Arvest Asset ManagementBroker
Arvest Asset Management
State Registrations38 states
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