Kent Schmidt, financial advisor Syracuse NY
93 score

Kent Schmidt

CRD Number: 1121187
Current Firm: Lpl Financial LLC

Kent Schmidt (CRD# 1121187) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Syracuse, NJ Feb 2013 - Current 3
Lpl Financial Llc (f.k.a) Linsco Private Ledger Syracuse, NY May 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Kent Schmidt
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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