Ronald KentCRD Number: 728447
Current Firm: Spinnaker Asset Management Inc.
Compensation Model: Fee Only
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed income strategies, investment management and financial planning and counselling. The firm provides a fee-only format where financial interests are directly aligned with that of their clients. Once set, fees (as a percentage of client accounts) can only decline with appreciation in client account balances.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Spinnaker Asset Management Inc.||Warwick, RI||Sep 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1981|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management12MILLIONS
Total Number of Accounts148ACCOUNTS
Average Account Value$82,170
- 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
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