Cory Kent, financial advisor Orlando FL

Cory Kent

CRD Number: 7091835
Current Firm: Truist Advisory Services, Inc.

Cory Kent (CRD# 7091835) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2020 - Current 4
Suntrust Investment Services, Inc. Atlanta, GA May 2019 - Current 5
Suntrust Bank Orlando, FL Apr 2019 - Current 5
Fifth Third Bank Orlando, FL Apr 2009 - Apr 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Cory E. Kent
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61,370
    MILLIONS
  • Total Number of Accounts
    124,201
    ACCOUNTS
  • Average Account Value
    $494,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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