SG
CFP
SG
CFP

Samuel Gentry

25 Years of Experience
South Jordan, UT
Broker

Samuel Gentry is a CFP-designated registered investment advisor, based in South Jordan, UT, with 25 years of industry experience.

Location

489 W. South Jordan Parkway, Suite 310, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

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
October 2019 - Present · 6 yrs 7 mos
Kestra Investment Services, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
NFP Advisor Services, LLC
October 2013 - May 2016 · 2 yrs 7 mos
Kestra Investment Services, LLCBroker
September 2013 - June 2019 · 5 yrs 9 mos
Gwfs Equities, INC.Broker
March 2008 - June 2013 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 1993 - December 2000 · 7 yrs 5 mos
State Registrations11 states
AZCAIDMIMTNVTXUTVAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.