Carlie Kent, financial advisor Leawood KS

Carlie Kent

CRD Number: 6341993
Current Firm: Financial Advisory Service Inc.

Carlie Kent (CRD# 6341993) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fas Corp. Leawood, KS Mar 2021 - Current < 1
Financial Advisory Service, Inc. Leawood, KS Mar 2021 - Current < 1
American Century Investment Services Inc. Kansas City, MO Oct 2016 - Mar 2021 4
American Century Investment Services Inc. Kansas City, MO Jun 2015 - Sep 2016 1
Umb Bank Salina, KS Jan 2015 - May 2015 < 1
Sam's Club Salina, KS Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Carlie R. Kent
Phone Number: 913-239-2300
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    1,881
    MILLIONS
  • Total Number of Accounts
    4,367
    ACCOUNTS
  • Average Account Value
    $430,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, KS, LA, MD, MO, NC, NE, NJ, NY, OK, OR, PA, SC, TX, WA, WI

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