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Kendle Francom Smith

Pure Financial Advisors, LLC

San Diego, CA

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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-21
CA RA APPROVED 2020-02-11
  • TX RA
    APPROVED_RES
    Since 2024-11-21
  • CA RA
    APPROVED
    Since 2020-02-11

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Brea CA 06/2013 10/2018
Various Insurance Carriers For W&R Insurance Agencies Brea CA 06/2013 10/2018
Lpl Financial, Llc Lancaster CA 10/2018 12/2019
Householder Group Palmdale CA 10/2018 12/2019
Pure Financial Advisors, Llc San Diego CA 01/2020 08/2022
Pure Financial Advisors, Llc San Diego CA 08/2022 Present
  • 06/2013 → 10/2018
    Waddell & Reed, Inc
    Brea, CA
  • 06/2013 → 10/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Brea, CA
  • 10/2018 → 12/2019
    Lpl Financial, Llc
    Lancaster, CA
  • 10/2018 → 12/2019
    Householder Group
    Palmdale, CA
  • 01/2020 → 08/2022
    Pure Financial Advisors, Llc
    San Diego, CA
  • 08/2022 → Present
    Pure Financial Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2018-10-25 → 2019-12-24
    Householder Group Estate & Retirement Specialists
    Palmdale, CA
  • 2013-07-31 → 2018-10-30
    Waddell & Reed
    Brea, CA
    Riverside, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-31
  • S66 Uniform Combined State Law Examination
    2013-07-31
Designations

View on SEC IAPD

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