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Trent Stark James

Everlake Distributors, LLC

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About Trent Stark James

Trent Stark James is a financial advisor registered in Nebraska. Trent holds the Series 63, Series 6TO, and SIE licenses and is currently employed with Everlake Distributors, LLC. Trent is an active advisor with over 2 years in the industry.

Firm Information

Trent James is currently registered with Everlake Distributors, LLC. Everlake Distributors, LLC is a Limited Liability Company that was formed on March 5, 1999. The company is registered in all 50 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Trent James’s Registration & Firm History

NE

08/02/2023 - Present

Everlake Distributors, LLC (Lincoln NE)

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Licenses & Designations

BC

Issued 02/03/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Trent Stark James. Review regulatory record here.
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