Kent Batley, financial advisor Estacada OR

Kent Batley

CRD Number: 1122460
Current Firm: Batley & Associates

Kent Batley (CRD# 1122460) is an Investment Advisor Representative working at Batley & Associates in Estacada, OR and has over 38 years of experience in the finance industry. Kent Batley 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.

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Professional Designations
Company Name Location Dates Years
Batley & Associates Estacada, OR Jan 2000 - Current 24
Ids Life Insurance Company Minneapolis, MN Mar 1983 - Current 41
American Express Financial Advisors Inc. Clackamas, OR Mar 1983 - Current 41
Ids Life Insurance Co Minneapolis, MN Mar 1983 - Current 41
Emanuel Hospital Portland, OR Jul 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Kent M. Batley
Phone Number: 503-351-7024
Registered State(s):
Current Firm Details
Batley & Associates
Firm's CRD Number: 155458
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $335,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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