Kent Wise, financial advisor Metairie LA
93 score

Kent Wise

CRD Number: 4634883
Current Firm: Next Financial Group, Inc.

Kent Wise (CRD# 4634883) is an Investment Advisor Representative working at Next Financial Group, Inc. in Metairie, LA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. Metairie, LA Oct 2013 - Current 3
Cetera Financial Specialists LLC Metairie, LA Apr 1993 - Current 23
Cetera Financial Specialists LLC Schaumburg, IL Nov 2010 - Oct 2013 2
Cetera Investment Advisers LLC Schaumburg, IL Nov 2010 - Oct 2013 2
Genworth Financial Advisers Corporation Schaumburg, IL Nov 2008 - Oct 2010 1
Genworth Financial Securities Corporation Schuamburg, IL Sep 2008 - Oct 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
S63 Uniform Securities State Law Examination Dec 2004
Contact Info for Kent L. Wise
Phone Number: 713-789-7122
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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