Kendall Park, CFP®,CRPC®
Vice President at Edgewater Wealth Manangement of Raymond James- Claim this Profile
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Bio
Credentials
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Certified Plan Fiduciary Advisor
NAPA National Association of Plan AdvisorsDec, 2018- Nov, 2024 -
Retirement Benefits Consultant
Merrill Lynch InternalJul, 2017- Nov, 2024 -
Personal Investment Advisor
Merrill Lynch InternalAug, 2014- Nov, 2024 -
Chartered Retirement Planning Counselor
College For Financial PlanningSep, 2011- Nov, 2024 -
Certified Financial Planner
CFP Board of StandardsOct, 2004- Nov, 2024
Experience
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Edgewater Wealth Manangement
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Canada
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Financial Services
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1 - 100 Employee
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Vice President
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Jan 2021 - Present
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Advisor, Vice President
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Jan 1994 - Present
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Education
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1989 - 1993
Jacksonville University
Bachelor's Degree
Community
