Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gentry? Claim Your ProfileGentry Lavence Anderson is a financial advisor with over 15 years of experience in the financial services industry. Gentry is currently registered with LPL Enterprise, LLC and is a licensed financial professional in Texas and Maryland. Gentry has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, SWBC Investment Services, LLC and USAA Financial Advisors, Inc. Gentry has a wide range of experience in providing financial planning, investment management and other financial services to individual and business clients. Gentry also has a background in providing consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/14/2024 - Present
LPL Enterprise, LLC (HOUSTON TX)
TX
11/28/2018 - 05/29/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
11/02/2011 - 12/14/2018
AXA ADVISORS, LLC (HOUSTON TX)
TX
06/09/2011 - 10/21/2011
SWBC INVESTMENT SERVICES, LLC (TEMPLE TX)
TX
03/14/2011 - 04/21/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/20/2009 - 02/01/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BOTH
Issued 01/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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