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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cogent Advisory Group LLC 4 years, 3 months Jan 2014 - Present
Lpl Financial, LLC 7 years, 10 months Jun 2010 - Present
Edward Jones 7 years, 9 months Sep 2002 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Devin Carroll

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 29, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Jan 29, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cogent Advisory Group LLC

Last updated on Jan. 5, 2017
    • $95.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 625
      Accounts
    • $153.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees