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Robert Daniel Kendall

CARILLON TOWER ADVISERS, INC.·ST PETERSBURG, Florida
SIE, Series 7, Series 24, Series 51, Series 52, Series 63Clean recordCARILLON TOWER ADVISERS, INC.
780 CARILLON PARKWAY, ST PETERSBURG, FL 33716CRD# 2765873Firm CRD# 174904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Daniel Kendall · ST PETERSBURG, FL
Registration
CRD #2765873 · CARILLON TOWER ADVISERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 52
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CARILLON TOWER ADVISERS, INC.
CRD 174904 · SEC 801-100356
AUM
$16.4B
Regulatory assets under management
Employees
173
5 client accounts
Services offered by CARILLON TOWER ADVISERS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at CARILLON TOWER ADVISERS, INC. →
Introduction

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Frequently Asked Questions

What services does Robert Daniel Kendall offer?
Robert Daniel Kendall specializes in Investment Management, Retirement Planning. Contact their office in ST PETERSBURG, Florida for a consultation.
What are Robert Daniel Kendall's credentials?
Robert Daniel Kendall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Daniel Kendall located?
Robert Daniel Kendall is based in ST PETERSBURG, Florida, working with CARILLON TOWER ADVISERS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.
How does Robert Daniel Kendall charge for services?
Robert Daniel Kendall's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARILLON TOWER ADVISERS, INC.?
CARILLON TOWER ADVISERS, INC. has approximately 173 employees and manages $16.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARILLON TOWER ADVISERS, INC.

Richard John Rossi
ST PETERSBURG, FL
Thomas Alan James
ST PETERSBURG, FL

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CFP

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