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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Kent is a financial advisor at Merit Financial Advisors, a firm with over $7 billion in assets under management. Rick has over 25 years of experience in the financial services industry, having worked with several firms before joining Merit Financial Advisors in 2007. He specializes in helping individuals and families achieve their financial goals, including retirement planning, investment management, and college savings. Rick is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses. Rick is also registered in 48 states as a broker-dealer and in three states as an investment advisor.
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.
Consulting fees
1
2
GA
02/01/2007 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
12/06/2010 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
06/02/2000 - 12/09/2010
SECURITIES AMERICA, INC. (ALPHARETTA GA)
GA
05/22/1997 - 08/08/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
10/28/1998 - 06/20/2000
MANEQUITY, INC. (BOSTON MA)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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