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Kent Jamieson Fisher

Kent J. Fisher

SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC
Chapel Hill, NC
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CRD#: 3272619
Kent Jamieson Fisher

Professional summary


Kent Jamieson Fisher, CFP®, who also goes by Kent J Fisher, Kent Jameson Fisher, is a registered financial advisor currently at SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC located in Chapel Hill, North Carolina.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kent has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kent J Fisher | Kent Jameson Fisher

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.
1. Southern Investment Management Collective, LLC., Start Date: 06/01/2019 608 Meadowmont Lane, Chapel Hill, NC 27517, LLC, Operating Company, Founder, Accounting, Not Investment Related, 10 hours per month, 0 hours per day during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kent Jamieson Fisher'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: 2017

Experience


Current

June 27, 2023 - Present

SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC

RIA
CRD#: 325965
Chapel Hill, NC
Past

June 14, 2019 - June 26, 2023

MUTUAL ADVISORS, LLC

RIA
CRD#: 167658
Chapel Hill, NC
Past

June 10, 2016 - June 17, 2019

OLD PEAK FINANCE

RIA
CRD#: 154804
CHAPEL HILL, NC
Past

January 28, 2013 - May 9, 2016

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
RALEIGH, NC
Past

September 15, 2009 - November 16, 2012

PRI INVESTMENTS, INC.

RIA
CRD#: 105301
CHAPEL HILL, NC

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
North Carolina
(6/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC
SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC

CRD#: 325965 / SEC#:

North Carolina
Registered Investment Advisory firm - (6/27/2023 Approved)
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Contact information


Main Address
Chapel Hill, NC
Mailing Address
Phone number
(919) 602-1571
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts115
AUM (Assets Under Management)$ 54,373,570

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC

CRD#: 325965Chapel Hill, NC

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