Christopher Kent (CRD# 7119811) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 1863193
Primerica Advisors
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Ocean City, NJ | Feb 2021 - Current | 3 |
Private Advisor Group, LLC | Morristown, NJ | Feb 2021 - Current | 3 |
Mml Investors Services | Bala Cynwyd, PA | Jul 2019 - Feb 2021 | 1 |
Massmutual | Bala Cynwyd, PA | Mar 2019 - Feb 2021 | 1 |
Unemployed | Estell Manor, NJ | Jan 2019 - Mar 2019 | < 1 |
Sturdy Savings Bank | Cape May Court House, NJ | Nov 2018 - Jan 2019 | < 1 |
Transamerica Agency Network | Egg Harbor Township, NJ | Apr 2018 - Nov 2018 | < 1 |
Unemployed | Estell Manor, NJ | Jun 2017 - Apr 2018 | < 1 |
Oceanfirst Bank | Toms River, NJ | Dec 2016 - Jun 2017 | < 1 |
Ocean City Home Bank | Ocean City, NJ | Jul 1998 - Dec 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NJ
-
Total Assets Under Management35,289MILLIONS
-
Total Number of Accounts129,657ACCOUNTS
-
Average Account Value$272,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.