Kelly Christine Lent-paul
Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Avantax Insurance Agency, LLCDec 2018 to now
- Kelly Lent-paulAug 2014 to now
- NatpOct 2012 to now
- Avantax Advisory ServicesAug 2006 to now
- Fox FinancialDec 1997 to now
- Avantax Investment Services, Inc.Oct 1997 to now
- Fox Holdings dba H&r BlockJan 1994 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2971949
- Firm CRD
- 105644