Trent Gain, financial advisor Fort Myers FL
81 score

Trent Gain

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Trent R. Gain
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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
81

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