Robert Gentry, financial advisor Kill Devil Hills NC
100 score

Robert Gentry

CRD Number: 1140124
Current Firm: Lincoln Financial Securities Corporation
Compensation Model: Both
Robert Gentry (CRD# 1140124) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Kill Devil Hills, NC and has over 22 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Kill Devil Hills, NC Jul 2008 - Current 8
College Financial Services, Inc. Virginia Beach, VA Sep 1997 - Current 19
Jefferson Pilot Securities Norfolk, VA Oct 2003 - Jun 2008 4
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Sep 1993
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Nov 1996
S7 General Securities Representative Examination (GS) Mar 2007
Contact Info for Robert A. Gentry
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

ecurities offered through registered representatives of Lincoln Financial Securities Corporation, Member FINRA SIPC to residents of FL, MD, MI, NC, NY, PA, SC and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of NC and VA. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities Corporation is not affiliated with Gentry Financial Services.

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BADGES
100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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