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Kent Yantis Whitaker

KP7 Investors LLC

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About Kent Yantis Whitaker

Kent Whitaker is an Investment Advisor Representative. Kent is currently registered with KP7 Investors LLC in Greenwich, Connecticut. Kent has been in the industry since September 1986. Kent was previously registered with CIGNA SECURITIES, INC. from September 1986 to March 1987. Kent is licensed in Connecticut, Texas and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, National Commodity Futures Examination, Direct Participation Programs Representative Examination, and Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Kent Whitaker is currently registered with KP7 Investors LLC. KP7 Investors LLC is an investment advisor with one investment advisor representative. The firm manages $7.82 million in regulatory assets under management for 11 clients, all of whom are high-net-worth individuals. They offer portfolio management services for individuals.

$7.82M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kent Whitaker’s Registration & Firm History

CT

12/10/2021 - Present

KP7 Investors LLC (GREENWICH CT)

NA

09/30/1986 - 03/30/1987

CIGNA SECURITIES, INC.

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Licenses & Designations

IA

Issued 03/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2012

Series 3 - National Commodity Futures Examination

BC

Issued 10/07/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/29/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kent Yantis Whitaker.
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