Trenton Adams (CRD# 2218480) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 31 years of experience in the finance industry. Trenton Adams 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
| Sovran Advisors Llc - Crd 329415 | Costa Mesa, CA | Feb 2024 - Current | < 1 |
| Parliament Wealth Management & Insurance Services | Costa Mesa, CA | Feb 2024 - Current | < 1 |
| Trenton Adams Photography | Mission Viejo, CA | Jan 2015 - Current | 9 |
| Mml Investors Services, LLC | Costa Mesa, CA | Mar 2017 - Feb 2024 | 6 |
| Massachusetts Mutual Life Insurance Company | Costa Mesa, CA | Jul 2016 - Feb 2024 | 7 |
| Metlife Securities Inc. | Irvine, CA | Apr 2015 - Mar 2017 | 1 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jan 2005 - May 2015 | 10 |
| Trenton Adams Insurance Services Dba Trenton Adams Associates | Mission Viejo, CA | Jan 2011 - Jan 2015 | 4 |
| Trenton Adams Associates | Tustin, CA | Apr 2002 - Jan 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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