KG
CFP
KG
CFP

Kent Gravely

19 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
502 clients
Average Client Portfolio
$689K average
Assets Under Management
$346.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2019
Other Business Activities

Kent owns rental real estate property and receives a small stipend for church ministry involving music direction and performance. These activities are not investment-related.

Employment History
Current Registrations
Fortress Private Ledger, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
March 2016 - June 2019 · 3 yrs 3 mos
LPL Financial LLC
March 2016 - June 2019 · 3 yrs 3 mos
Bb&t Investment Services, INC.
July 2008 - March 2016 · 7 yrs 8 mos
Bb&t Investment Services, INC.Broker
June 2008 - March 2016 · 7 yrs 9 mos
Wachovia Securities, LLCBroker
February 2006 - June 2008 · 2 yrs 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.