Kent Colwell (CRD# 1319397) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Vista, CA and has over 25 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Vista, CA | Jul 2019 - Current | 4 |
| Transamerica Life Insurance Company | Vista, CA | May 2019 - Current | 4 |
| Intelligence Driven Advisers, LLC | Carlsbad, CA | Dec 2018 - May 2019 | < 1 |
| Labrum Wealth Management, LLC | Carlsbad, CA | Nov 2017 - Mar 2019 | 1 |
| Unemployed | Irvine, CA | Mar 2017 - Nov 2017 | < 1 |
| Rsm Us Wealth Management LLC | Irvine, CA | Feb 2013 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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