Kent Monypeny, financial advisor Memphis TN
93 score

Kent Monypeny

CRD Number: 1063117
Current Firm: Independent Financial Partners

Kent Monypeny (CRD# 1063117) is an Investment Advisor Representative working at Independent Financial Partners in Memphis, TN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Memphis, TN Oct 2015 - Current 1
Lpl Financial LLC Memphis, TN Nov 2014 - Current 2
Paragon National Bank Memphis, TN Nov 2014 - Current 2
Raymond James & Associates, Inc. Memphis, TN Feb 2013 - Nov 2014 1
Morgan Keegan & Company, Inc. Memphis, TN Jan 2011 - Feb 2013 2
Morgan Keegan & Company, Inc. Memphis, TN Aug 1982 - Jan 2011 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Kent B. Monypeny
Phone Number: 813-341-0960
Registered State(s):
  • AL
  • MS
  • TN
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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