Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid L. Kent is a financial advisor with LPL Financial LLC. David has over 10 years of experience in the financial services industry. David has Series 6, 7, 63 and 65 licenses as well as the SIE designation. Prior to joining LPL Financial LLC, David was employed with INVEST FINANCIAL CORPORATION and HBW SECURITIES LLC. David is registered with the state of Michigan as well as the following states: Alabama, California, Florida, Georgia, Illinois, Indiana, Maryland, Minnesota, Montana, Nevada, North Carolina, Ohio, and Texas. David specializes in providing financial advice and portfolio management services to individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
04/07/2021 - Present
LPL Financial LLC (FARMINGTON HILLS MI)
MI
10/31/2013 - 12/15/2014
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
10/11/2012 - 11/12/2013
HBW SECURITIES LLC (BRIGHTON MI)
MI
07/17/2009 - 07/07/2010
NEW ENGLAND SECURITIES (FENTON MI)
IA
Issued 11/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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