Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Terrell Riddle is a financial advisor at Avantax Advisory Services, based in Lubbock, Texas. Trent has been in the financial industry since April 2006 and has experience with both insurance and investment advisory services. Trent is a registered representative with FINRA and a registered investment advisor representative with the state of Texas. Trent holds a Series 66, Series 7 and SIE license. Trent is currently registered in Alabama, Florida, New Mexico, North Carolina, Oklahoma and Texas. Trent has been with Avantax Advisory Services since 2010, prior to that, Trent was a financial advisor at Northwestern Mutual Investment Services, LLC and VALIC Financial Advisors, 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/16/2010 - Present
Avantax Advisory Services (Lubbock TX)
TX
01/05/2007 - 03/03/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LUBBOCK TX)
TX
04/20/2006 - 12/12/2006
VALIC FINANCIAL ADVISORS, INC. (LUBBOCK TX)
TX
12/07/2004 - 01/11/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 12/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trent Riddle is the right advisor for you? Invested Better is here to help.
