KM
KM

Kendra Molina

7 Years of Experience
Kennewick, WA
Broker

Kendra Molina is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Kennewick, WA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

8121 W Quinault Ave, Kennewick, WA, 99336

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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

Kendra is an independent contractor/consultant for LuLaRoe, an independent clothing retailer, since 2019. She dedicates minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2022 - Present · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLC
August 2019 - September 2022 · 3 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2018 - September 2022 · 4 yrs 1 mo
State Registrations30 states
AKALAZCACOCTDCFLGAHIIDILINMDMTNCNVNYORPARISCSDTNTXUTVAWAWIWY
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.