Financial ADVSR advisor directory · SEC adviser records
Kendall Capital Management financial advisors in Rockville, MD
Every SEC-registered investment adviser representative at a Kendall Capital Management office in Rockville, A to Z.
The short answer
6 registered advisors work at Kendall Capital Management in Rockville, out of 6 at the firm nationwide; it ranks number 17 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Kendall Capital Management advisors in Rockville, A to Z
Every Kendall Capital Management advisor →- Clark A. KendallCertified Financial Planner, Chartered Financial Analyst
- Brian G. MattoxInvestment adviser rep
- Carol L. PetrovCertified Financial Planner
- Adam J. PlattCertified Financial Planner
- Jason M. TkachChartered Financial Analyst
- James D. WalkerCertified Financial Planner
Kendall Capital Management advisors in every city and state →Kendall Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Rockville
All Rockville advisors →LPL Financial LLC 41Morgan Stanley 31Citigroup Global Markets Inc. 21Raymond James Financial Services Advisors, Inc. 21Cetera Investment Advisers LLC 20RBC Capital Markets, LLC 20MML Investors Services, LLC 14Strategic Advisers LLC 11Cerity Partners LLC 10Truist Advisory Services, Inc. 9Apollon Wealth Management, LLC 8Atcap Partners, LLC 8
Questions
How many financial advisors does Kendall Capital Management have in Rockville?
6 investment adviser representatives are registered at Kendall Capital Management offices in Rockville, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Kendall Capital Management one of the largest advisor employers in Rockville?
Kendall Capital Management ranks number 17 in Rockville by registered advisors; LPL Financial LLC has the most, with 41.
How do I check a Kendall Capital Management advisor in Rockville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kendall Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.