About Us
From the tennis courts to Wall Street, we score aces. Striving for excellence in all we do for our clients.
James Kent
James Kent, Financial Advisor
Education
Mr. Kent graduated from West Virginia University with B.S., Sport Management in 2001. James Kent has a Certificate In Financial Planning from the Terry College of Business at the University of Georgia. While in college, James played number one singles and doubles, achieving a career high national ranking of twenty-two, and top fifteen in all-time wins in program history. He played professionally from 2003-2004 earning an ATP ranking.
Accreditations
Mr. Kent is a Chartered Retirement Planning Counselor, CRPC®, his role is to facilitate comprehensive retirement planning through a coordinated set of recommendations consistent with clients needs. In addition, Mr. Kent is an Accredited Investment Fiduciary, AIF®, developing knowledge of fiduciary standard of care for investment advisors.
Broker/Dealer
Mr. Kent offers securities, products and services as an investment advisor representative through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Mr. Kent is registered in WV, OH, KY, VA, SC, and CA.
We are a financial services firm whose sole mission is to provide the best advice and solutions to suit you and your families goals.
Custom Investment Solutions
What separates us from the pack is our process for which we do business; offer individual client-centric customized investment solutions
We offer each client a Personal Investment Policy Statement (IPS). The Investment Policy Statement (IPS) will provide a foundation of goals, time horizons, and constraints on which the client portfolio is constructed; and to provide the basis for review, performance evaluation, and adaptation to changing conditions.
Step 1: Establish & Defining the Client Planner Relationship
Step 2: Gather Client Data; including goals
Step 3: Analyzing & Evaluating the Clients Financial Status
Step 4: Developing & Presenting Financial Planning Recommendations and/or Alternatives
Step 5: Implementing the Final Planning Recommendations
Step 6: Monitoring the Financial Planning Recommendations
“The Road to Success is Always Under Construction.”
Who We Are
James Kent, Financial Advisor is the hometown financial firm that provides best-in-class products and services you would expect from one of the massive international firms.
What We Do
James Kent, Financial Advisor offers the services and products you need with the world-class customer service and client relationship only your local advisor can provide.
Our Mission
James Kent, Financial Advisor strives to arm you with the knowledge, tools, and products you need to achieve the financial goals you and your family deserve.
242
Assisted Clients
1
Convenient Location
15
Years of Experience
1
Source for All Your Financial Needs
