Carlo Bentley Aifa® Ppc ® Email & Phone Number

Prior to joining Bentley and Company in 2007, I received my Bachelor’s of Science degree in Business Administration from Northwestern State University. I was a member of Theta Chi Fraternity while there. I currently hold a Series 7, 66 and Life and Annuity licensed along with being securities registered in the following states: Alabama, Arizona, California, Florida, Louisiana, Missouri, Mississippi, North Carolina, New Jersey, Mississippi, Pennsylvania, South Carolina, Texas, Virginia, and Washington.With over a decade of experience in the financial services industry, I work closely with my clients to develop meaningful relationships that last. I offer a broad range of financial services – by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on client’s needs.In my spare time, I am U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and a member of Team USA for world competitions in age group Aquathlon. I am an alumni of Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Financial Advisory, Strategic Planning, Independent Financial Advice, Sales, and 14 others.