Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenton? Claim Your ProfileKenton Dean Wilson is a financial advisor with over 30 years of experience in the financial industry. Kenton is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked for LPL FINANCIAL LLC, INTERSECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., ADVANTAGE CAPITAL CORPORATION, MIMLIC SALES CORPORATION, MML INVESTORS SERVICES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Kenton holds FINRA Series 7, 24, 63, and 65 licenses and is a licensed insurance agent. Kenton offers a variety of financial services to individual and institutional clients, including financial planning, retirement planning, and investment management. Kenton is committed 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
09/21/2018 - Present
Cambridge Investment Research Advisors, Inc. (Saint Petersburg FL)
FL
12/07/2007 - 09/25/2018
LPL FINANCIAL LLC (SAINT PETERSBURG FL)
FL
01/09/2001 - 12/19/2007
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
01/28/1998 - 01/26/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
GA
02/17/1995 - 01/23/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
02/04/1992 - 02/24/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
02/20/1990 - 01/22/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/25/1988 - 04/05/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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