Trina DesotoCRD Number: 1882468
Current Firm: Edward Jones
Trina Desoto (CRD# 1882468) is an Investment Advisor Representative working at Edward Jones in Clarksville, TN and has over 29 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Financial Planning Center, LLC
Paul Winkler, Inc.
|Edward Jones||St. Louis, MO||Jun 2012 - Current||5|
|U.s. Bancorp Investments, Inc.||Clarksville, TN||May 2010 - Jun 2012||2|
|Suntrust Investment Services, Inc.||Nashville, TN||Feb 2007 - May 2010||3|
|Uvest Financial||Clarksville, TN||Oct 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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