Michael Trent (CRD# 5563743) is an Investment Advisor Representative working at Trek Financial in Greenville, SC and has over 15 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcj Capital Management | Scottsdale, AZ | Jul 2018 - Current | 5 |
| Beta - Blue Print | Columbia, SC | Aug 2012 - Current | 11 |
| Retirement Specialist Inc. | Clinton, SC | Feb 2006 - Current | 18 |
| Horter Investment Management, LLC | Cincinnati, OH | Feb 2016 - Jul 2018 | 2 |
| Regal Investment Advisors LLC | Kentwood, MI | Jul 2010 - Feb 2016 | 5 |
| The Assurance Group | Archdale, NC | Aug 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- SC
-
Total Assets Under Management2,260MILLIONS
-
Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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