KK
Kathleen Kent
Executive Assistant Bookkeeper at Commonwealth Financial Network
View Kathleen's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Executive Assistant Bookkeeper
Apr 2021 - Present · 3 years and 8 months
Katie Kent LLC
Bookkeeper / Organizer
May 2019 - Present · 5 years and 7 months
Lowcountry Ducks in a Row
Executive / Organizer
Jan 2015 - May 2019 · 4 years and 4 months
Company Details
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
Year Founded
1979
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Security brokers, Investment Services
HQ Location
29 Sawyer Road Waltham, MA 02453, US
Keywords
Wealth managementInvestment managementResearch expertiseIntuitive technology platformComplimentary practice management consulting and coachingRegulatory Compliance team that acts as advisors’ partners and counselorsIndependent broker/dealer
Discover More About Cleveland Clinic

Find verified contacts of Kathleen Kent in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.