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Kent Newton Thune

Kent N. Thune

ATLANTIC CAPITAL INVESTMENTS
Hilton Head Island, SC
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CRD#: 3087873
Kent Newton Thune

Professional summary


Kent Newton Thune, CFP® is a registered financial advisor currently at ATLANTIC CAPITAL INVESTMENTS, LLC located in Hilton Head Island, South Carolina.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kent has worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kent Newton Thune's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2008

Experience


Current

September 8, 2006 - Present

ATLANTIC CAPITAL INVESTMENTS, LLC

RIA
CRD#: 141442
Hilton Head Island, SC
Past

February 10, 2004 - September 8, 2006

AMERICAN PENSIONS, INC.

RIA
CRD#: 129839
MOUNT PLEASANT, SC
Past

September 9, 1999 - April 28, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

August 28, 1998 - December 11, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 28, 1998 - December 11, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(9/8/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 9/3/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AC
ATLANTIC CAPITAL INVESTMENTS, LLC
ATLANTIC CAPITAL INVESTMENTS, LLC

CRD#: 141442 / SEC#:

South Carolina
Registered Investment Advisory firm - (9/8/2006 Approved)
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Contact information


Main Address
Hilton Head Island, SC
Mailing Address
Phone number
(843) 214-0691
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts39
AUM (Assets Under Management)$ 19,886,218

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ATLANTIC CAPITAL INVESTMENTS, LLC

CRD#: 141442Hilton Head Island, SC

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