Charles Trent, financial advisor Charlotte NC
96 score

Charles Trent

CRD Number: 1278983
Current Firm: Nfp Advisor Services, LLC

Charles Trent (CRD# 1278983) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Charlotte, NC and has over 32 years of experience in the finance industry. Charles Trent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
G & W Equity Sales, Inc. Indianapolis, IN Oct 1995 - Current 21
C&s Financial Services Charlotte, NC Apr 1990 - Current 26
Charles E. Trent Ea Charlotte, NC Sep 1989 - Current 27
Nfp Securities, Inc. Charlotte, NC Feb 2013 - Apr 2016 3
S. A. Bogenrief & Assoc. Dublin, OH Apr 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Charles E. Trent
Phone Number: 512-697-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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