Trent CuellarCRD 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.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Wells Fargo Advisors LLC||Lubbock, TX||Jul 2011 - Current||6|
|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|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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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