Unclaimed
Kent Herring is a financial advisor with Cambridge Investment Research Advisors, Inc. Kent has been a registered representative since 2007. Kent has a diverse background in financial services and is licensed to provide financial advice in several states. Kent's current registrations are with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Prior to joining Cambridge Investment Research Advisors, Inc., Kent was a financial advisor with VOYA FINANCIAL ADVISORS, INC. Kent is also an active member of the Gulf Breeze Optimist Club. Kent is dedicated to 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/23/2018 - Present
Cambridge Investment Research Advisors, Inc. (Gulf Breeze FL)
FL
09/17/2007 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (GULF BREEZE FL)
IA
Issued 03/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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