Trevin R. Kent
THEPARTNERS WEALTH MANAGEMENT
Monterey, CA 93940
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CRD#: 6096717
Professional summary
Trevin Richard Kent, CFP® is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Monterey, California.
Trevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Trevin has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
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.
(1) CENTRAL COAST FINANCIAL MANAGEMENT, INC. [PRESIDENT] (INVESTMENT RELATED), 299 WEBSTER STREET, MONTEREY, CA 93940. BUSINESS ENTITIS OUR DBA FOR BRANDING AND BUSINESS OPERATIONAL PURPOSES. ADMINISTRATIVE ASSISTANT/OFFICE MANAGER, SINCE 7/1/2012; PRESIDENT, SINC3/14/2016. (2) HIGHLAND CAPITAL BROKERAGE [AGENT] (INVESTMENT RELATED) 3535 GRANDVIEW PARKWAY STE. # 600 BIRMINGHAM, AL 35243. AGENCYSERVES AS OUR BROKERAGE COMPANY FOR THE RESEARCH AND CLIENT INVESTMENT INTO LIFE INSURANCE AND FIXED ANNUITY PRODUCTS.INDEPENDENT AGENT, SINCE 11/15/2021. (3) MONTEREY DENTAL CONTOURS, RICHARD E. KENT DENTAL GROUP, INC. (TREASURER) [NON-INVESTMENTRELATED]. 2100 GARDEN ROAD BLDG K MONTEREY, CA 93940; FAMILY OWNED GENERAL DENTISTRY PRACTICE SINCE 3/1/2016. I SERVE AS THETREASURER AND BOOKKEEPER FOR THE CORPORATION AND ASSIST WITH BUSINESS PLANNING AND FINANCIAL BOOKKEEPING FOR MY FAMILY'SBUSINESS (DEVOTED TIME IS 15 HOURS PER MONTH)
CRS (Client Relationship Summary) - RIA
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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: 2018
Experience
Current
January 5, 2023 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 299 Webster Street, Monterey, CA 93940RIA
CRD#: 314816
Monterey, CA
Past
November 16, 2021 - December 31, 2022
THEPARTNERS WEALTH MANAGEMENT
RIA
CRD#: 314816
Monterey, CA
Past
June 25, 2013 - November 12, 2021
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
MONTEREY, CA
Past
June 25, 2013 - November 12, 2021
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
MONTEREY, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)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
California(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/31/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Monterey, CA 93940TRUST BUT VERIFY
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