Kent Schmidt, financial advisor Syracuse NY

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 36 years of experience in the finance industry.

Similar Advisors
Matthew Abold, financial advisor Syracuse NY
Matthew J. Abold
CRD# 5591004
Cadaret Grant & Co Inc.
Similar Advisors
Kahlil Adames, financial advisor Syracuse NY
Kahlil Adames
CRD# 4349306
Lpl Financial LLC
Similar Advisors
Frank Albanese, financial advisor Syracuse NY
Frank Albanese
CRD# 1200413
Rbc Capital Markets, LLC
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Feb 2013 - Current 11
Lpl Financial LLC Syracuse, NY May 2004 - Current 19
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: 704-733-3300
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

Ready to hire a financial advisor? Get competitive proposals from Kent Schmidt and other advisors.
BADGES

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.