Kendal Cann: $50K Complaint Against Privileged Planning Advisor

Saint Johns, Florida financial advisor Kendal Cann (CRD# 6504618) allegedly recommended unsuitable investments, according to a recent investor complaint. Financial Industry Regulatory Authority and Securities and Exchange Commission records show that the former Raymond James Financial broker is currently registered as an investment advisor with Privileged Planning.

Ms. Cann’s BrokerCheck report describes the investor complaint against her. Filed in February 2025, it alleges that as a representative of Planning Solutions International and Privileged Planning, she recommended unsuitable structured products and over-concentrated these products in the client’s account. The pending complaint alleges damages of at least $50,000.

Privileged Planning’s website includes a page describing the firm’s financial planning and management services. “Whether you’re an individual or a business, we offer a truly customized solution that goes deeper than a third party software that spits out pretty graphs,” it explains. “Our mission? To craft a bespoke financial strategy that’s uniquely yours & aligns with your individual aspirations & requirements.”

Elsewhere on the firm’s website, a profile of Ms. Cann describes her experience and qualifications. “At 21 years old, before she graduated college at FSU with an honors degree in Finance & Economics, Kendal was offered a job at the Raymond James Home Office in the Asset Management Sales Department selling model portfolios to Raymond James Advisors,” it explains. “Kendal’s familiarity of our business, her experience working in a professional, corporate setting, and her renowned creativity, brings new and exciting resources to high earners and entrepreneurs around the country.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Kendal Cann holds two years of securities industry experience. Based in Saint Johns, Florida, she has been registered as an investment advisor with Privileged since 2023. Her past registrations include TOAMS Financial, Raymond James Financial Services, and Raymond James & Associates. Her credentials include the passage of four securities industry qualifying exams: the Uniform Combined State Law Examination, or Series 66; the Uniform Investment Adviser Law Examination, or Series 65; the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7. She is licensed in Florida. (Information current as of April 13, 2025.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.