Philip
Kendall

Charles Schwab & Co., Inc

CRD#3166736
Investment Advisor
in Dallas, TX
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About this Advisor

Philip Kendall is a certified financial planner who lives in Dallas, Texas. Currently an investment advisor at Charles Schwab & Co., Inc, Kendall has 17 years of professional experience in the financial advisory industry. Kendall has Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Kendall can work with investors based out of Texas. The advisor has gained experience at Charles Schwab & Co., Inc, Fidelity Brokerage Services, Colonial Brokerage, Inc, Colonial Asset Management, Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is located in Dallas, Texas, and has 370 locations in the United States. In aggregate, Charles Schwab & Co., Inc retains more than 14,879 people. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Charles Schwab & Co., Inc can provide financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

8401 N Central Expwy Suite #110
Dallas, TX 75225-4403

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

TX Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Philip Kendall Work History

Philip has 17 years of experience.

2009 - Present (10 years)

Charles Schwab & Co., Inc

2009 - 2009 (0 years)

Colonial Brokerage, Inc

2009 - 2009 (0 years)

Colonial Asset Management, Inc

2009 - Present (10 years)

Charles Schwab Bank

2001 - 2009 (8 years)

Fidelity Brokerage Services

Disclosures

Philip Kendall has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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