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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Trent is an Investment Advisor Representative with United Capital Financial Advisors, licensed in Texas. John has been in the financial services industry for almost a decade, providing financial planning, portfolio management, and other advisory services to clients. John is a Certified Financial Planner and has a strong focus on helping individuals and families achieve their financial goals. John's career includes experience at The CSR Group, LLC and Wellness Coaching and Nutrition Therapy, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/18/2024 - Present
United Capital Financial Advisors (THE WOODLANDS TX)
Active
Inactive
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