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Read MoreTrevin Kent: Central Coast Advisor Faces $230K Complaint
A recent investor complaint against Monterey, California financial advisor Trevin Kent (CRD# 6096717) alleges that his investment advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that the former Centaurus Financial broker is currently registered as an investment advisor with ThePartners Wealth Management, doing business as Central Coast Financial Management.
Mr. Kent’s BrokerCheck report discloses one investor complaint. Filed in April 2024, it alleges that he recommended an unsuitable and high-risk corporate bond investment and breached his fiduciary duty as a representative of Centaurus Financial. The pending complaint alleges damages of $230,000.
Central Coast Financial Management’s website includes a profile of Mr. Kent that describes his background and experience. “In 2012, Trevin co-founded CCFM, driven by a passion to help clients gain clarity and confidence throughout their financial journey,” it states. “[H]e does more than create detailed financial plans, he crafts roadmaps for success and provides expert guidance along the way!
Trevin serves as our lead portfolio strategist, curating an investment lineup to meet the unique goals of each client.”
According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Trevin Kent holds 10 years of securities industry experience. Based in Monterey, California, he has been an investment advisor with ThePartners Wealth Management since 2023, doing business as Central Coast Financial Management. He was previously registered with Centaurus Financial in Monterey from 2013 until 2023. His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7TO; and the Uniform Combined State Law Examination, or Series 66. He is licensed in California. (Information current as of May 18, 2024.)
Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.
