Clayton Kent (CRD# 7197200) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 2 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Aubrey, TX | Jun 2021 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Aubrey, TX | Jun 2021 - Current | 2 |
| College Truckers | Davidson, NC | Jan 2019 - May 2021 | 2 |
| Davidson College | Davidson, NC | Aug 2017 - May 2021 | 3 |
| Tiaa | Charlotte, NC | Jun 2020 - Aug 2020 | < 1 |
| Northwestern Mutual | Charlotte, NC | Jan 2020 - May 2020 | < 1 |
| Davidson College Strength And Conditioning | Davidson, NC | Sep 2017 - Apr 2020 | 2 |
| Davidson College | Davidson, NC | Jun 2019 - Aug 2019 | < 1 |
| Davidson College Hurt Hub | Davidson, NC | Jun 2019 - Aug 2019 | < 1 |
| Davidson College | Davidson, NC | Aug 2018 - May 2019 | < 1 |
| Davidson College | Davidson, NC | May 2018 - Aug 2018 | < 1 |
| Jet Boats Of Texas | Iraan, TX | Jun 2017 - Aug 2017 | < 1 |
| Iraan High School | Iraan, TX | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- TX
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Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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