Unclaimed
Robert Gentry is a financial advisor in Kill Devil Hills, NC with over 30 years of experience in the financial services industry. Robert has been a registered representative with Cambridge Investment Research Advisors, Inc. since 2021. Prior to that, Robert worked at Lincoln Financial Securities Corporation, Capital Brokerage Corporation, Next Financial Group, Inc., SunAmerica Securities, Inc. and Lincoln Financial Advisors Corporation. Robert holds a Series 6, Series 7, Series 63 and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. He has a long history of working with individuals, families and businesses to help them 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
NC
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Kill Devil Hills NC)
NC
10/23/2003 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (KILL DEVIL HILLS NC)
VA
08/19/2002 - 11/03/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TX
01/04/2000 - 08/12/2002
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
10/13/1997 - 12/31/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
10/06/1995 - 09/04/1997
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
10/06/1995 - 09/04/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
09/30/1993 - 09/04/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/30/1993 - 09/04/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/03/1995 - 10/13/1995
AIG EQUITY SALES CORP. (NEW YORK NY)
NA
03/23/1987 - 12/31/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/16/1983 - 03/18/1987
HARTFORD EQUITY SALES COMPANY INC.
IA
Issued 11/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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