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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kent is a financial advisor with Cetera Investment Advisers LLC. Alan has been in the industry since January 1993 and has a strong background in providing financial planning and investment management services. Alan has a long history of working with individuals, families, and businesses, and is committed to helping clients achieve their financial goals. Alan also has experience working with charitable organizations and pension and profit-sharing plans. Alan has held previous positions at First Allied Securities, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
11/12/2020 - Present
Cetera Investment Advisers LLC (ALEXANDRIA LA)
LA
11/01/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ALEXANDRIA LA)
LA
01/01/2008 - 11/01/2010
WELLS FARGO ADVISORS, LLC (ALEXANDRIA LA)
LA
01/26/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALEXANDRIA LA)
BOTH
Issued 2/4/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 1/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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