Kent McGlincy, financial advisor Centennial CO

Kent McGlincy

CRD Number: 5652569
Current Firm: Invesco Managed Accounts, LLC

Kent McGlincy (CRD# 5652569) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Centennial, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Distributors, Inc. Houston, TX May 2019 - Current 4
Snw Asset Management Seattle, WA Feb 2018 - Current 6
Oppenheimerfunds Denver, CO Feb 2018 - May 2019 1
Unemployed Denver, CO Nov 2017 - Feb 2018 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Jan 2011 - Nov 2017 6
Federated Global Investment Management Corp New York, NY Jan 2011 - Nov 2017 6
Federated Investment Counseling Pittsburgh, PA May 2009 - Nov 2017 8
Federated Securities Corp Pittsburgh, PA Mar 2009 - Nov 2017 8
Federated Investors Inc. Pittsburgh, PA Mar 2009 - Nov 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kent R. McGlincy
Phone Number: 1-866-769-2773
Firm Website: http://www.snwam.com
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    17,544
    MILLIONS
  • Total Number of Accounts
    7,462
    ACCOUNTS
  • Average Account Value
    $2,351,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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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