KK
KK

Kendall Mccreight King

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,612 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kendall is a partner in Mac3 Holdings, LLC, an LLC for a family property that is being rented. This activity requires minimal time.

Employment History
Current Registrations
Foster Victor
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Pruco Securities, LLC.Broker
January 2013 - May 2019 · 6 yrs 4 mos
Hartford Equity Sales Company INC.Broker
November 2011 - January 2013 · 1 yr 2 mos
Phoenix Equity Planning CorporationBroker
February 2009 - September 2010 · 1 yr 7 mos
Phoenix Equity Planning CorporationBroker
June 2005 - February 2009 · 3 yrs 8 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.