Trent FifieldCRD Number: 3114189
Current Firm: Charles Schwab & Company, Inc.
Trent Fifield (CRD# 3114189) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naperville, IL and has over 18 years of experience in the finance industry. Trent Fifield 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.
Forum Financial Management, LP
Lincoln Financial Advisors Corporation
|Charles Schwab & Company, Inc.||Geneva, IL||Mar 2010 - Current||7|
|Charles Schwab Bank||Geneva, IL||Mar 2010 - Current||7|
|Strategic Advisors Inc.||American Fork, UT||Mar 2008 - Mar 2010||2|
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Mar 2008 - Mar 2010||2|
|Veritude||Salt Lake City, UT||Nov 2007 - Mar 2008||< 1|
|Self Employed/mortgage||Draper, UT||Oct 2002 - Nov 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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