Kendal A. Fordham
Professional summary
Kendal Ashley Fordham, who also goes by Kendal Ashley Cann, Kendal Cann, is a registered financial advisor currently at PRIVILEGED PLANNING INC. located in Green Cove Springs, Florida.
Kendal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kendal has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kendal Ashley Fordham's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2023 - Present
PRIVILEGED PLANNING INC.
Office #1: 715 Spring St, Green Cove Springs, FL 32043February 14, 2019 - March 27, 2024
TOAMS FINANCIAL
April 13, 2017 - February 12, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 29, 2017 - February 12, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 11, 2016 - February 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
February 15, 2016 - February 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2023)
Exams
Current Firm
PRIVILEGED PLANNING INC.
CRD#: 327124 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 346 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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