Trent Yost (CRD# 3070236) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pocatello, ID and has over 25 years of experience in the finance industry. Trent Yost 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# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Pocatello, ID | Nov 2020 - Current | 3 |
| Arbor Point Advisors | Pocatello, ID | Nov 2020 - Current | 3 |
| Securities America Advisors, Inc. | Pocatello, ID | Nov 2020 - Current | 3 |
| Cornerstone Financial Advisors | Idaho Falls, ID | Oct 2005 - Current | 18 |
| Kms Financial Services, Inc. | Seattle, WA | May 2019 - Nov 2020 | 1 |
| Cetera Advisors LLC | Denver, CO | Dec 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- ID
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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