Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Colwell is a financial advisor with over 30 years of experience in the industry. He is currently registered with Transamerica Retirement Advisors, LLC and is located in Vista, California. Kent has experience in providing financial advice to individuals and businesses. Kent's expertise spans a range of financial planning services including retirement planning, investment management, and insurance.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
CA
07/31/2019 - Present
Transamerica Retirement Advisors, LLC (Vista CA)
FL
05/13/2011 - 12/21/2012
LPL FINANCIAL LLC (MAITLAND FL)
FL
02/15/2011 - 05/18/2011
SAGEPOINT FINANCIAL, INC. (MAITLAND FL)
FL
04/12/2010 - 10/14/2010
EDWARD JONES (NAPLES FL)
NY
11/05/2008 - 02/03/2010
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
WA
03/30/2007 - 10/20/2008
ING FINANCIAL ADVISERS, LLC (SEATTLE WA)
WA
11/28/2001 - 03/26/2007
PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)
TX
01/22/1992 - 07/13/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/04/1986 - 07/01/1991
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/21/1984 - 02/19/1985
BLINDER, ROBINSON & CO.,INC.
BC
Issued 09/04/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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