Samuel Gentry is a CFP-designated registered investment advisor, based in Bountiful, UT, with 25 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Bountiful, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel works as a retirement consultant and registered representative through Kestra Investment Services, LLC and NFP Corporate Services, dedicating nearly full-time hours to these activities. He also provides investment advisory services through Kestra Advisory Services, spending about a quarter of his time managing accounts of individual investors.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Gwfs Equities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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