Kathy G. Stanley
Professional summary
Kathy Goodwin Stanley, CFP®, who also goes by Kathy Goodwin Pelz, is a registered financial advisor currently at SENTRY CONSULTING, INC. located in Charlotte, North Carolina.
Kathy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Kathy has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathy Goodwin Stanley's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 31, 2001 - Present
SENTRY CONSULTING, INC.
September 25, 1998 - September 26, 2013
CAPITAL INVESTMENT GROUP, INC.
June 9, 1997 - September 25, 1998
1717 CAPITAL MANAGEMENT COMPANY
May 5, 1995 - August 24, 1995
INVEST FINANCIAL CORPORATION
April 30, 1993 - May 5, 1995
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
January 22, 1986 - April 1, 1986
BANC OF AMERICA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/31/2001)
(6/24/2024)
Exams
Current Firm
SENTRY CONSULTING, INC.
CRD#: 117190 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 28,594,001 |
Red Flags
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