Kevin LentiniCRD Number: 3086700
Current Firm: Wells Fargo Advisors, LLC
Kevin Lentini (CRD# 3086700) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. Kevin Lentini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors LLC||Scottsdale, AZ||May 2009 - Current||8|
|Ubs Painewebber||Scottsdale, AZ||Jul 2001 - Current||15|
|Wachovia Securities, LLC||Scottsdale, AZ||May 2008 - May 2009||1|
|Ubs Financial Services Inc.||Scottsdale, AZ||Jun 2000 - May 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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