Donna Kendrick
Donna Kendrick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jenkintown, PA, with 8 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Jenkintown, PA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna is the owner of Sephton Financial, LLC, working as a financial professional, certified divorce financial analyst, and insurance agent. She also provides education on widowhood as an author, speaker, educator, and podcaster, and leads grief recovery courses, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations18 states
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