Natalie Gentry (CRD# 4315932) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Walnut Creek, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stancorp Investment Advisers, Inc. | Walnut Creek, CA | May 2018 - Current | 5 |
| Stancorp Equities, Inc. | Walnut Creek, CA | May 2018 - Current | 5 |
| Standard Retirement Services, Inc. | Walnut Creek, CA | Apr 2018 - Current | 6 |
| Newport Group Consulting, LLC | Lake Mary, FL | Dec 2017 - Current | 6 |
| Newport Group Securities, Inc. | Lake Mary, FL | Jun 2016 - Current | 7 |
| Newport Group, Inc. | Walnut Creek, CA | Jun 2016 - Current | 7 |
| Stancorp Investment Advisers, Inc. | Walnut Creek, CA | Jan 2014 - Jun 2016 | 2 |
| Stancorp Equities, Inc. | Walnut Creek, CA | Jun 2012 - Jun 2016 | 4 |
| Standard Retirement Services, Inc. | Walnut Creek, CA | May 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management34,385MILLIONS
-
Total Number of Accounts126,310ACCOUNTS
-
Average Account Value$272,229
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, VT, WA, WI, WV, WY
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