Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Edward Payne is a financial professional with over 20 years of experience in the financial services industry. Kent has a broad range of experience, holding licenses for Series 3, 7, 52, 53, and 63. Kent currently works as a financial advisor at BOK Financial Securities, Inc., where he provides financial planning and investment advice to individuals, businesses, and families. Kent previously worked at UMB Financial Services, Inc., Investment Professionals, Inc., BOSC, Inc., Advisors Asset Management, Inc., Scott & Stringfellow, Inc., and Morgan Keegan & Company, Inc. Kent has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
TX
05/04/2018 - Present
BOK Financial Securities, Inc. (Richardson TX)
TX
04/07/2016 - 04/24/2018
UMB FINANCIAL SERVICES, INC. (Dallas TX)
TX
09/15/2014 - 03/16/2016
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
09/15/2010 - 09/17/2014
BOSC, INC. (RICHARDSON TX)
NC
03/08/2010 - 09/17/2010
ADVISORS ASSET MANAGEMENT, INC. (CHARLOTTE NC)
VA
09/08/2004 - 04/01/2008
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
TN
07/01/2002 - 08/26/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
12/18/2000 - 07/05/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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