Trent TemplerCRD Number: 5374164
Current Firm: Sentinel Wealth Management, Inc.
Trent Templer (CRD# 5374164) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 10 years of experience in the finance industry. Trent Templer 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Sentinel Wealth Management, Inc.||Reston, VA||Jun 2015 - Current||2|
|Usaa Financial Advisors, Inc.||Vienna, VA||Jan 2011 - May 2015||4|
|Usaa Financial Planning Services||Vienna, VA||Jan 2011 - May 2015||4|
|Wfg Investments Inc.||Vienna, VA||Jun 2009 - Jan 2011||1|
|Keel Point, LLC||Vienna, VA||Jul 2007 - Jan 2011||3|
|American Securities Group, Inc.||Vienna, VA||Jul 2007 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management179MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$524,073
- A percentage of assets under your management
- 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
FL, MD, TX, VA