Trent Cuellar, financial advisor Lubbock TX
90 score

Trent Cuellar

CRD Number: 5891137
Current Firm: Wells Fargo Advisors, LLC

Trent Cuellar (CRD# 5891137) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lubbock, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Lubbock, TX Jul 2011 - Current 5
Guardian Life Insurance Company/ National Financial Network New York, NY Feb 2011 - Jul 2011 < 1
Unemployed New York, NY Jan 2011 - Feb 2011 < 1
Counseling Services Of Ny, LLC New York, NY Feb 2009 - Jan 2011 1
Unemployed The Woodlands, TX Jan 2009 - Feb 2009 < 1
University Of Oklahoma Norman, OK Aug 2004 - Dec 2008 4
Hsbc Bank Plc London, Feb 2008 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Trent R. Cuellar
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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