Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Warren Lipham is a financial advisor registered with Benjamin F. Edwards & Company, Inc., with over 18 years of experience in the industry. Kent Warren Lipham has a strong background in securities, having worked previously at WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC.. Kent Warren Lipham specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions. Kent Warren Lipham is also registered with the state of Florida as an Investment Advisor Representative.
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.
A percentage of the total value of assets under management is charged.
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2
MO
05/27/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
01/01/2008 - 05/20/2014
WELLS FARGO ADVISORS, LLC (PENSACOLA FL)
FL
08/19/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PENSACOLA FL)
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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