Kendal A. Fordham

PRIVILEGED PLANNING

Saint Johns, FL 32259

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CRD#: 6504618

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 Saint Johns, 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

Are you a "fiduciary"?

Yes

Aliases

Kendal Ashley Cann | Kendal Cann

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.

Ms. Fordham is a 10% owner of Let Bob LLC, a 5% owner of Flood-Con, LLC, an automated stormwater management company, a member of BNI, a networking community, the manager of Kaaj Properties, LLC, a rental property company, Secretary and Treasurer of First Coast Honor Flight, Secretary and treasurer, a member of Vistage, a CEO peer focus group, Treasurer of St Johns BFF, and a Co-author of 2 books, Mansa's little Reminders and Lemons and more lemons.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendal Ashley Fordham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2023 - Present

PRIVILEGED PLANNING INC.

Office #1: 450 State Road 13 North Suite 106, Saint Johns, FL 32259

RIA

CRD#: 327124

Saint Johns, FL

Past

February 14, 2019 - March 27, 2024

TOAMS FINANCIAL

RIA

CRD#: 300043

JACKSONVILLE, FL

Past

April 13, 2017 - February 12, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

JACKSONVILLE, FL

Past

March 29, 2017 - February 12, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

JACKSONVILLE, FL

Past

July 11, 2016 - February 13, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST PETERSBURG, FL

Past

February 15, 2016 - February 13, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/7/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2016

General Securities Representative Examination

Current Firm

PRIVILEGED PLANNING INC.

CRD#: 327124 / SEC#:

Florida

Registered Investment Advisory firm - (11/13/2023 Approved)

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Contact information

Main Address

450 State Road 13 North Suite 106, Saint Johns, FL 32259

Mailing Address

Phone number

(904) 217-5481

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	346
AUM (Assets Under Management)	$ 35,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kendal A. Fordham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendal Ashley Fordham's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVILEGED PLANNING INC.

TOAMS FINANCIAL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2022

Series 66

Date: 7/7/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2016

Current Firm

PRIVILEGED PLANNING INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIVILEGED PLANNING INC.

TRUST BUT VERIFY

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