Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Bradston Tedrick is a financial advisor with over 20 years of experience in the industry. Kent holds the Series 6, 7, 24, 63, and 65 licenses as well as the SIE exam. Kent is a Certified Financial Planner and a Chartered Financial Analyst. Kent is currently registered with Integrated Wealth Concepts LLC. Kent has also worked at several other firms, including NFP Securities, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Kent has a strong track record of helping clients achieve their financial goals. Kent specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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
07/26/2021 - Present
Integrated Wealth Concepts LLC (Carlsbad CA)
CA
10/24/2005 - 04/01/2009
NFP SECURITIES, INC. (BONSALL CA)
IN
05/16/2002 - 10/26/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/16/2002 - 10/26/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
11/18/1994 - 05/10/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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