Kevin Parent (CRD# 5348545) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in West Sacramento, CA and has over 13 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thornburg Securities Corp | Santa Fe, NM | Jan 2019 - Current | 5 |
| Hartford Funds Distributors, LLC | Radnor, PA | Aug 2014 - Jan 2019 | 4 |
| Franklin Templeton Distributors Inc. | Rancho Cordova, CA | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
- NM
-
Total Assets Under Management41,832MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$55,776,526
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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