Kent Gravely, financial advisor Mount Airy NC

Kent Gravely

CRD Number: 5050756
Current Firm: Fortress Private Ledger, LLC

Kent Gravely (CRD# 5050756) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Mount Airy, NC and has over 16 years of experience in the finance industry. Kent Gravely 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.

Similar Advisors
William Amburn, financial advisor Mount Airy NC
William B. Amburn
CRD# 4580843
Lpl Financial LLC
Similar Advisors
Austin Bailey, financial advisor Mount Airy NC
Austin Bailey
CRD# 7013037
Edward Jones
Similar Advisors
Nicholas Baker, financial advisor Mount Airy NC
Nicholas C. Baker
CRD# 6222468
Timonier
Professional Designations
Company Name Location Dates Years
Fortress Private Ledger, LLC Raleigh, NC Jun 2019 - Current 3
Lpl Financial, LLC Mount Airy, NC Mar 2016 - Jun 2019 3
Bb&t Bank Mount Airy, NC Jun 2008 - Mar 2016 7
Bb&t Investment Services, Inc. Charlotte, NC Jun 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Jul 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kent Gravely
Phone Number: 919-322-2761
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $358,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Other
Types of Clients
Registered States

NC, TX

Ready to hire a financial advisor? Get competitive proposals from multiple 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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.