Trent May (CRD# 5275133) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 14 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2756288
Edward Jones
CRD# 711261
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Designs Inc. | Kokomo, IN | May 2009 - Current | 14 |
| Cfd Investments, Inc. | Greenville, OH | Nov 2007 - Current | 16 |
| May Financial | Greenville, OH | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- OH
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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