Patrick Kent (CRD# 5943193) is an Investment Advisor Representative working at Western Wealth Management LLC in Johnstown, CO and has over 12 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Western Wealth Management LLC | Johnstown, CO | Jun 2016 - Current | 7 |
Lpl Financial LLC | Johnstown, CO | Oct 2015 - Current | 8 |
Patrick A Kent LLC | Fort Collins, CO | Jan 2012 - Current | 12 |
Western Wealth Management, LLC | Johnstown, CO | Oct 2015 - Jun 2016 | < 1 |
Jared Powell | Greeley, CO | Feb 2013 - Oct 2015 | 2 |
Various Insurance Carriers For W&r Insurance Agencies | Fort Collins, CO | Nov 2011 - Oct 2015 | 3 |
Waddell & Reed, Inc. | Johnstown, CO | Jul 2011 - Oct 2015 | 4 |
P.j. Inc. | Fort Collins, CO | Apr 2009 - Oct 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CO
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Total Assets Under Management3,250MILLIONS
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Total Number of Accounts13,833ACCOUNTS
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Average Account Value$234,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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