Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Turner is a financial advisor at LPL Financial LLC. Trent has been in the financial services industry for over 14 years. Trent's experience includes working with Edward Jones, SunTrust Investment Services, Inc., and M&T Securities, Inc. Trent's professional certifications include Series 6, 7, 26, 63, and 66. Trent's firm manages over $50 billion in assets and serves over 168,000 clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/03/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
01/11/2017 - 06/09/2021
M&T SECURITIES, INC. (PHILADELPHIA PA)
NC
01/06/2015 - 12/12/2016
EDWARD JONES (MORGANTON NC)
NC
09/27/2006 - 06/10/2013
SUNTRUST INVESTMENT SERVICES, INC. (LENOIR NC)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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