Kendell B. Adler
Professional summary
Kendell Bolen Adler, CFP®, who also goes by Kendell Bolen Adler, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Waco, Texas.
Kendell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kendell has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kendell Bolen Adler's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
April 20, 2020 - Present
CAPITAL SQUARE, LLC
Office #1: 5006 Lakeland Circle, Waco, TX 76701December 17, 2013 - December 12, 2019
STANCORP INVESTMENT ADVISERS, INC.
May 6, 2009 - December 16, 2013
STANCORP INVESTMENT ADVISERS, INC.
May 6, 2009 - December 12, 2019
STANCORP EQUITIES, INC.
September 18, 2006 - January 7, 2009
CITIGROUP GLOBAL MARKETS INC.
September 5, 2006 - January 7, 2009
CITIGROUP GLOBAL MARKETS INC.
August 22, 2005 - August 10, 2006
MML INVESTORS SERVICES, LLC
October 15, 2002 - September 12, 2003
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
CAPITAL SQUARE, LLC
CRD#: 286098 / SEC#: 801-108796
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2020)
Exams
Current Firm
CAPITAL SQUARE, LLC
CRD#: 286098 / SEC#: 801-108796
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 393,648,522 |
Red Flags
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