William Kendall

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 05/2024
  Td Ameritrade
  St. Louis, MO
• 04/2020 → 04/2022
  Lowe's Companies
  St. Louis, MO
• 01/2020 → 10/2020
  Saint Louis America
  St. Louis, MO
• 05/2019 → 03/2020
  Adam's Smokehouse
  St. Louis, MO
• 01/2019 → 08/2019
  Lineup Media Group
  Edwardsville, IL
• 01/2017 → 12/2019
  Saint Louis University
  St. Louis, MO
• 05/2016 → 12/2016
  Jimmy John's
  Maineville, OH
• 05/2024 → Present
  Charles Schwab & Co., Inc.
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24
• S63 Uniform Securities Agent State Law Examination
  2022-08-09

Other Names

• William Kendall
• William Joseph Kendall