Kent M. Elwell CRPC®

Managing Director at Capital Wealth Planning, LLC
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us****@****om
(386) 825-5501

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Credentials

  • Pennsylvania Life, Accident, and Health Insurance License
    Pennsylvania Insurance Department
    Apr, 2017
    - Sep, 2024
  • Series 65 Investment Advisor Representative
    NASAA
    Feb, 2017
    - Sep, 2024
  • Series 63 Uniform Securities Agent State Law License
    FINRA
    Jul, 1985
    - Sep, 2024
  • Series 7
    FINRA
    Jul, 1985
    - Sep, 2024
  • CRPC®
    College for Financial Planning
    Mar, 2008
    - Sep, 2024

Experience

  • Capital Wealth Planning, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director
      • Aug 2021 - Present
  • InvestX Capital
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Vice President Sales
      • Sep 2020 - Jul 2021
    • Managing Director
      • May 2017 - Jul 2020
  • OppenheimerFunds
    • United States
    • Investment Management
    • 500 - 600 Employee
    • Senior Advisor Consultant, Vice President
      • May 1994 - Oct 2016

    • Regional Sales Representative
      • Feb 1993 - May 1994

Education

  • University of Massachusetts, Amherst
    Bachelor's Degree, Economics
    1979 - 1983

Community

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