Unclaimed
Trenton Dane Randall is a financial advisor based in Perryville, Kentucky. Trenton has been in the industry since March 30, 2008 and has a strong track record of success. Trenton holds Series 7, 31, and 63 securities licenses, and is also a licensed investment advisor representative in Kentucky and Texas. Trenton is currently employed by LPL Financial LLC, a leading independent broker-dealer. Before joining LPL Financial LLC, Trenton was registered with FSC Securities Corporation, PURSHE KAPLAN STERLING INVESTMENTS, Cambridge Investment Research, Inc., and LPL Financial LLC in various roles and locations. Trenton specializes in helping individuals, families, and businesses achieve their financial goals.
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
KY
09/05/2019 - Present
LPL Financial LLC (PERRYVILLE KY)
KY
06/24/2015 - 09/09/2019
FSC SECURITIES CORPORATION (PERRYVILLE KY)
KY
09/02/2014 - 05/22/2015
PURSHE KAPLAN STERLING INVESTMENTS (Lexington KY)
KY
02/13/2013 - 10/01/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (LEXINGTON KY)
KY
06/25/2010 - 03/08/2013
LPL FINANCIAL LLC (LEXINGTON KY)
KY
11/13/2009 - 06/25/2010
PNC INVESTMENTS (RICHMOND KY)
KY
12/18/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (RICHMOND KY)
KY
11/08/2007 - 08/28/2008
MORGAN STANLEY & CO. INCORPORATED (LEXINGTON KY)
IA
Issued 12/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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