Kendall
Craig

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7685854
Investment Advisor
in Memphis, TN

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About this Advisor

Kendall Craig is a financial advisor based in Memphis, Tennessee, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Kendall has previously held positions at Saint Ann, Saint Agnes Academy, Mississippi State University, University Of Memphis, Half Shell, Cheffies Cafe, James Davis, Nutrition Bar, Msm Solutions, First Horizon Advisors, Inc, and Merrill Lynch, Pierce, Fenner & Smith Inc. Kendall has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Kendall is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Memphis, Tennessee. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

6060 Poplar Ave
Memphis, TN 38119

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

TN Average: $7,464,549,021
Total Number of Employees

34,934

TN Average: 88
Total Number of Accounts

2,911,578

TN Average: 3,892
Average Account Size

$436,737

TN Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kendall Craig Work History

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2023 (1 year)

First Horizon Advisors, Inc

2021 - 2022 (1 year)

Msm Solutions

2020 - 2023 (3 years)

University Of Memphis

2020 - 2022 (2 years)

Nutrition Bar

2019 - 2020 (1 year)

Mississippi State University

2017 - 2019 (2 years)

Half Shell

2017 - 2017 (< 1 year)

Cheffies Cafe

2017 - 2019 (2 years)

James Davis

2015 - 2019 (4 years)

Saint Agnes Academy

2013 - 2015 (2 years)

Saint Ann

Disclosures

Please visit the SEC profile of Kendall Craig 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 Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Terry Myers
Dallas, TX
Candelario Topete
Oxnard, CA
Alexander Mckee
Palm Beach, FL
Edgar Delgado Garza
Austin, TX
Zachary Allen
Newport News, VA
Caleb Luckett
Charlotte, NC
Carolina Sandez
Chandler, AZ

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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