Kent Banner (CRD# 5788476) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Blackfoot, ID and has over 13 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 733613
Arbor Point Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn Pro LLC | Lindon, UT | Aug 2023 - Current | < 1 |
| Legacy Shield | Ponte Vedra, FL | Mar 2021 - Current | 3 |
| Kent Banner - Book Sales | Blackfoot, ID | Mar 2020 - Current | 4 |
| Wealthwave | Blackfoot, ID | Mar 2020 - Current | 4 |
| Banner Properties LLC | Blackfoot, ID | Jan 2020 - Current | 4 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Nov 2019 - Current | 4 |
| Netlaw | Louisville, KY | Jun 2019 - Current | 4 |
| Managed Wealth Financial | Blackfoot, ID | Mar 2018 - Current | 6 |
| Kent Banner Accounting Services | Blackfoot, ID | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Blackfoot, ID | Jan 2012 - Current | 12 |
| Wfg Direct | Blackfoot, ID | Jan 2010 - Current | 14 |
| Wfg | Blackfoot, ID | Nov 2009 - Current | 14 |
| Hobbs Holding, LLC | Blackfoot, ID | Jan 2005 - Current | 19 |
| Kbbm Properties, Lllp | Blackfoot, ID | Jan 2011 - Dec 2019 | 8 |
| Prefered Construction LLC | Blackfoot, ID | Jun 2006 - Dec 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- ID
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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