How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Yvonne

ADVISOR PROFILE

1) Rocket Mortgage; Investment-related; 1361 S Winchester Blvd., Ste 107, San Jose, CA 95128; Mortgage Loan Origination; Mortgage Loan Originator/Broker; 8/16/2021; 10; 1; The registered representative will originate mortgage loans as part of this activity. As a result of this role, the RR may also be considered a branch manager, which may include performing certain administrative duties and receiving compensation on other agents' mortgage business. The registered representative may lease or sublease a portion of the registered representative's office space to the company. 2) Yvonne Bourget Kendall Insurance Agency; Investment-related;1361 S Winchester Blvd Ste 107 San Jose, CA 95128-4328 ; Insurance (State Farm Mutual Automobile Insurance CompIany and its affiliates); Owner; Agent;04/01/2004 ; 80; 80; Service customers and supervise employees

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Yvonne Bourget Kendall

Experience: 20 years / 2 firms

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