Kent Monypeny (CRD# 1063117) is an Investment Advisor Representative working at Strategic Advisory Services in Memphis, TN and has over 40 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Advisory Services, LLC | Memphis, TN | Jul 2022 - Current | 1 |
| Lpl Financial, LLC | Memphis, TN | Nov 2014 - Current | 9 |
| Wealthcare Advisory Partners, Llc D/b/a Paragon Wealth Solutions | Memphis, TN | Jun 2019 - Aug 2022 | 3 |
| Lpl Financial LLC | San Diego, CA | Aug 2013 - Jul 2019 | 5 |
| Independent Financial Partners | Memphis, TN | Oct 2015 - Jun 2019 | 3 |
| Paragon National Bank | Memphis, TN | Nov 2014 - Jun 2019 | 4 |
| Raymond James & Associates, Inc. | Memphis, TN | Feb 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- TN
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$338,118
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AR, MS, TN, TX
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