Trent GainCRD Number: 2971418
Current Firm: Cambridge Investment Research Advisors, Inc.
Trent Gain (CRD# 2971418) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Myers, FL and has over 16 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|Cambridge Intestment Research Advisors, Inc.||Fairifeld, IA||May 2016 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairifeild, IA||May 2016 - Current||< 1|
|Lpl Financial LLC||Tampa, FL||Jun 2013 - May 2016||2|
|Independent Financial Partners||Tampa, FL||Jun 2013 - May 2016||2|
|Usaa Financial Planning Services||Tampa, FL||Aug 2010 - Jun 2013||2|
|Usaa Financial Advisors, Inc.||Tampa, FL||Aug 2010 - Jun 2013||2|
|Unemployed||Tampa, FL||Jul 2010 - Aug 2010||< 1|
|Lightport||Tampa, FL||Jun 2010 - Jul 2010||< 1|
|Unemployed||West Palm Beach, FL||Feb 2010 - Jun 2010||< 1|
|Stratstone Securities||Ft. Lauderdale, FL||Nov 2009 - Feb 2010||< 1|
|Unemployed||West Palm Beach, FL||Sep 2009 - Nov 2009||< 1|
|Mutual Service Corporation||West Palm Beach, FL||Aug 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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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