William
Kendall

Pensionmark Financial Group, LLC

CRD#4623401
Investment Advisor
in Rogers, AR

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About this Advisor

William Kendall is a chartered financial analyst working in Rogers, Arkansas who has 8 years of relevant experience. Kendall is on the advisory team at Pensionmark Financial Group, LLC. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Pks Advisory Services, LLC, Pensionmark Financial Group, LLC Dba/Wealthpath, Pensionmark Securities, LLC, Capfinancial Securities, LLC, St Bernard Financial Services, Inc and Wealthpath Investment Advisors. Kendall has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, Ohio, Oklahoma and Texas. Pensionmark Financial Group, LLC is a financial advisory business operating out of Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 people on staff. It manages $27 billion in assets under management across its 7,380 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 142 charitable organizations. Of its 7,380 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Pensionmark Financial Group, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5305 Village Parkway Ste 5
Rogers, AR 72758

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$26,622,603,339

AR Average: $7,578,581,321
Total Number of Employees

244

AR Average: 43
Total Number of Accounts

7,380

AR Average: 3,727
Average Account Size

$3,607,399

AR Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Kendall Work History

William has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Pensionmark Securities, LLC

2015 - Present (9 years)

Pensionmark Financial Group, LLC Dba/Wealthpath

2011 - Present (13 years)

Wealthpath Investment Advisors

2018 - 2022 (4 years)

St Bernard Financial Services, Inc

2017 - 2018 (1 year)

Pensionmark Securities, LLC

2015 - 2018 (3 years)

Capfinancial Securities, LLC

2011 - 2015 (4 years)

Pks Advisory Services, LLC

2006 - 2015 (9 years)

Purshe Kaplan Sterling Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Kendall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

Barry Toole
Santa Barbara, CA
Erik Gotrik
Madison, WI
Jason Aceituno
San Mateo, CA
Jason Cohn
Brentwood, TN
Joshua Johnson
San Antonio, TX
Melanie Brown
South Burlington, VT
Katherine Mach
Fort Mill, SC
Rogelio Rocha
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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