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Kendle Francom Smith

Investment adviser representative at Pure Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Pure Financial Advisors, LLCJan 2020 to now
  2. Householder GroupOct 2018 to Dec 2019
  3. LPL Financial, LLCOct 2018 to Dec 2019
  4. Various Insurance Carriers for W&r Insurance AgenciesJun 2013 to Oct 2018
  5. Waddell & Reed, IncJun 2013 to Oct 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Pure Financial Advisors, LLC

$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6185552
Firm CRD
144316
Advisor's SEC record (opens in a new tab)
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