Kendall
Meade
Sofi Wealth LLC
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About this Advisor
Kendall Meade is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Kendall has previously held positions at Coastal Green Properties, Three Bears Acres, Ideal Fastener, University Of North Carolina Wilmington, Baird, Sofi Securities LLC, and Sofi Wealth LLC. Kendall has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Kendall is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kendall Meade Work History
Sofi Securities LLC
Sofi Wealth LLC
Baird
Coastal Green Properties
Ideal Fastener
Three Bears Acres
University Of North Carolina Wilmington
Disclosures
Please visit the SEC profile of Kendall Meade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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San Francisco, CA
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