Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Logan Brown is a financial advisor with over 34 years of experience in the industry. Kent is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Avantax Advisory Services in Bath, New York. Kent has been with Avantax Investment Services, Inc. since 1989. Kent Logan Brown is also the owner of BROWN FINANCIAL SERVICES where he provides tax preparation and accounting services. Kent holds several licenses and certifications including the Series 6, Series 63, and SIE exams. Kent specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kent is also a participant in Avantax's solicitor referral services and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
04/10/2024 - Present
Avantax Advisory Services (Bath NY)
BC
Issued 03/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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