Advisor at Roxie Webb Securities Management,Inc.
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Firm
Roxie Webb Securities Management,Inc.
Location
Prescott, AZ 86305
Credentials
Series 63, Series 65
Industry experience
15 years
Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.
$0 - $750,000: 1.125% $750,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.90% $4,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
Account minimum: $350,000 suggested minimum opening portfolio value Fee-only: Fee-based only investment adviser, no commissions.
1000 Ainsworth Drive, Suite 130
Prescott, AZ 86305
Arizona
IHT Wealth Management
2026 - Present (1 year)
Roxie Webb Securities Management, Inc.
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Prescott, AZ
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New Life Financial LLC
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