Cory Kent (CRD# 7091835) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
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 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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