Erez Law is currently investigating Planning Solutions International, LLC financial advisor Kendal Fordham (CRD# 6504618). He has been listed as president and CCO of Privileged Planning Inc. in Saint Johns, Florida, since 2023, and a financial advisor with Planning Solutions International LLC (dba TOAMS Financial) in Jacksonville, Florida, since 2018. He was registered with Raymond James Financial Services, Inc. in Jacksonville, Florida, from 2017 to 2019, and Raymond James & Associates, Inc. in St Petersburg, Florida, from 2016 to 2017.
Kendal Fordham Customer Complaints
He has been the subject of two customer complaints between 2025 and 2026, according to his CRD report:
February 2026. “Client alleges the investments they were recommended were unsuitable for them based on their risk tolerance after losses were incurred and demanded reimbursement.” The case was settled for $60,000. The complaint was regarding structured note losses. The complaint took place while he was registered with Planning Solutions International, LLC (dba TOAMS Financial).
February 2025. “Plaintiff alleges recommendation of unsuitable structured products and overconcentration of same due to losses from Client’s decision to liquidate notes prior to maturity.” The case was settled for $107,000. The complaint was regarding structured note losses. The complaint took place while he was registered with Planning Solutions International, LLC (dba TOAMS Financial) and Privileged Planning, Inc.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Planning Solutions International, LLC may be liable for investment or other losses suffered by Kendal Fordham’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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