James Gentry, financial advisor Des Peres MO

James Gentry

CRD Number: 2310551
Current Firm: Lpl Financial LLC

James Gentry (CRD# 2310551) is an Investment Advisor Representative working at Lpl Financial LLC in Des Peres, MO and has over 30 years of experience in the finance industry. James Gentry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
William Meyer, financial advisor Des Peres MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Craig Toberman, financial advisor Des Peres MO
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Des Peres MO
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Des Peres, MO Nov 2021 - Current 2
Mml Investors Services, LLC Chesterfield, MO Mar 2017 - Nov 2021 4
Massmutual Life Insurance Co Chesterfield, MO Jul 2016 - Nov 2021 5
Metlife Securities Inc. St Louis, MO Jan 1993 - Mar 2017 24
Metropolitan Life Insurance Company St Louis, MO Jan 1993 - Jul 2016 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
Contact Info for James T. Gentry
Phone Number: 704-733-3300
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from James Gentry and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.