Patrick James Kendall
Professional Summary
Patrick James Kendall is a registered financial advisor currently at WESTPORT FINANCIAL SERVICES, L.L.C. located in Jacksonville, Florida. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2008. Patrick has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
WESTPORT FINANCIAL SERVICES, L.L.C.
Contact Information
Main Address
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129Mailing Address
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129Phone Number
(203) 653-2430Established
Delaware since 09/19/1994Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (46 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/22/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2008About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2009About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick James Kendall's CRS (Customer Relationship Summary).
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