Joseph
Kendall
Mayflower Advisors
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About this Advisor
Joseph Kendall is a financial advisor based in Boston, Massachusetts, working with Mayflower Advisors. Joseph has previously held positions at Goldman, Sachs & Co, Wells Fargo Advisors Financial Network, LLC, Mayflower Financial Advisors, LLC, and Private Client Services. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Joseph is part of Mayflower Advisors, which operates out of Boston, Massachusetts. The firm has 3 offices and 28 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mayflower Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mayflower Advisors Brokerage Details
$4,688,875,503
28
2,361
$1,985,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joseph Kendall Work History
Mayflower Financial Advisors, LLC
Private Client Services
Wells Fargo Advisors Financial Network, LLC
Goldman, Sachs & Co
Disclosures
Please visit the SEC profile of Joseph 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 Mayflower Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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