Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Roman Gain is a financial advisor with LPL Financial LLC based in Fort Mill, South Carolina. Trent Gain has been in the financial industry since March 20, 1999. Trent Gain also holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Trent Roman Gain has previously worked at Cambridge Investment Research, Inc., LPL Financial LLC, USAA Financial Advisors, Inc., Mutual Service Corporation, and Franklin/Templeton Distributors, Inc.
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.
1
2
SC
08/05/2021 - Present
LPL Financial LLC (FORT MILL SC)
PA
05/23/2016 - 08/05/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (CAMP HILL PA)
FL
07/17/2013 - 05/27/2016
LPL FINANCIAL LLC (TAMPA FL)
FL
09/09/2010 - 06/21/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MA
08/17/2005 - 10/13/2009
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
12/19/1997 - 05/06/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 02/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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