Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Alston is an investment advisor representative registered with Independent Financial Group, LLC in Sacramento, CA. Kent has over 38 years of experience in the financial industry and has passed the Series 7, Series 24, SIE, and Series 99TO exams. Kent has been a licensed investment advisor in California for over 38 years, most recently with NPB FINANCIAL GROUP, LLC and Foothill Securities, Inc. Kent also owns Arden Tax Service, a tax preparation and accounting business in Sacramento, CA. Kent's specialties include financial planning, pension consulting, and portfolio management for individuals 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/15/2025 - Present
Independent Financial Group, LLC (Sacramento CA)
CA
07/22/2014 - 07/15/2022
NPB FINANCIAL GROUP, LLC (Sacramento CA)
CA
12/23/1992 - 07/18/2014
FOOTHILL SECURITIES, INC. (DAVIS CA)
CA
11/28/1984 - 12/23/1992
G. W. STORY & ASSOCIATES, INC. (SACRAMENTO CA)
NA
08/22/1984 - 10/16/1984
EQUITEC SECURITIES COMPANY
BC
Issued 11/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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