Kelly Ann Gentles, financial advisor Irvine CA

Kelly Ann Gentles

CRD Number: 2464373
Current Firm: Captrust

Kelly Ann Gentles (CRD# 2464373) is an Investment Advisor Representative working at Captrust in Irvine, CA and has over 16 years of experience in the finance industry. Kelly Ann Gentles 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
Capfinancial Partners, Llc (captrust) Raleigh, NC Dec 2021 - Current < 1
New Market Wealth Management. LLC Costa Mesa, CA Jun 2019 - Dec 2021 2
Pinnacle Consulting Group Irvine, CA Jan 2019 - Apr 2019 < 1
Unemployed Media, PA Jul 2018 - Jan 2019 < 1
Entrust Financial, LLC Wayne, PA Sep 2013 - Jul 2018 4
Self Employed Philadelphia, PA Jun 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Apr 2010
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kelly Ann C. Gentles
Phone Number: 919-870-6822
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    655,054
    MILLIONS
  • Total Number of Accounts
    58,162
    ACCOUNTS
  • Average Account Value
    $11,262,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY

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