Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Cullinane is a financial advisor registered with LPL Financial LLC and has been in the industry since 2020. Kent has a Series 7, Series 66, and Series 99 license and is registered in California as an investment advisor representative. Before joining LPL Financial LLC, Kent worked at Dunham & Associates Investment Counsel, Inc. and ICAP Securities USA LLC. Kent provides advisory services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing 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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2
CA
12/19/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/22/2020 - 11/18/2022
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
NY
05/15/2019 - 06/25/2019
ICAP CORPORATES LLC (NEW YORK NY)
NY
05/15/2019 - 06/25/2019
ICAP SECURITIES USA LLC (NEW YORK NY)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
Series 99TO - Operations Professional Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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