Valerie Kendrick

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1981 → Present
  Kendrick & Associates
  Santa Rosa, CA
• 05/1981 → Present
  Compu Count
  Santa Rosa, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Santa Rosa, CA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Santa Rosa, CA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Santa Rosa, CA
  Huntington Beach, CA
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Santa Rosa, CA
  Huntington Beach, CA
• 2006-05-30 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Santa Rosa, CA
  Huntington Beach, CA

Other Businesses

1. RENTAL PROPERTY 2 HOMES; 431 CAMBIASO PL, SANTA ROSA, CA. JOINT OWNER WITH HUSBAND; NON-INVESTMENT RELATED. 1 HR/MO. 2. KENDRICK AND ASSOCIATES POSITION: Gen Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1981 ADDRESS: 1525 Fourth Street, Santa Rosa CA 95404, United States DESCRIPTION: Tax preparation and planning

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-13

Other Names

• Valerie Turner