Unclaimed Profile

Katelynn Julie Kendall

COASTAL CAPITAL GROUP, INC.·DANVERS, Massachusetts

SIE, Series 7, Series 66Clean record15 years registeredCOASTAL CAPITAL GROUP, INC.

222 ROSEWOOD DRIVE, DANVERS, MA 01923CRD# 5200492Firm CRD# 186511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katelynn Julie Kendall · DANVERS, MA

Registration

CRD #5200492 · COASTAL CAPITAL GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Jul 2022 – present

TIMESCALE FINANCIAL, INC.

Jul 2018 – Dec 2023

DANVERS, MA

LPL FINANCIAL LLC

Dec 2010 – Nov 2017

DANVERS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TIMESCALE FINANCIAL, INC.

CRD 186511 · SEC 801-87168

AUM

$717M

Regulatory assets under management

Employees

2,447 client accounts

Services offered by TIMESCALE FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TIMESCALE FINANCIAL, INC. →

Introduction

Speak with Katelynn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katelynn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DANVERS?

Browse all registered financial advisors in DANVERS, Massachusetts or claim this profile if it's yours.

Browse DANVERS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Katelynn Julie Kendall offer?

Katelynn Julie Kendall specializes in Financial Planning, Investment Management. Contact their office in DANVERS, Massachusetts for a consultation.

What are Katelynn Julie Kendall's credentials?

Katelynn Julie Kendall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katelynn Julie Kendall located?

Katelynn Julie Kendall is based in DANVERS, Massachusetts, working with COASTAL CAPITAL GROUP, INC.. Their office serves clients in the DANVERS metropolitan area and surrounding communities.

How does Katelynn Julie Kendall charge for services?

Katelynn Julie Kendall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COASTAL CAPITAL GROUP, INC.?

COASTAL CAPITAL GROUP, INC. has approximately 20 employees and manages $717M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →