Kendall Benner is a CFP-designated registered investment advisor, based in Glen Allen, VA, with 1 years of industry experience.
Location
4101 Cox Road, Suite 175, Glen Allen, VA, 23060
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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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Kendall is an investment advisor/administrative support for Concentric Wealth Partners since 2022. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
May 2024 - Present · 2 yrs
State Registrations1 state
VA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.