Kelly Lent-Paul
Kelly Lent-Paul is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Olean, NY, with 28 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
487 N Union St, Olean, NY, 14760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly sells life, disability, annuities, and long-term care insurance with various companies since 1999. She also works as a master tax advisor for Fox Holdings DBA H&R Block and provides financial services through Fox Financial, dedicating about 10-20% of her time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Avantax Advisory Services
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations16 states
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