Trenton Poe-Evans (CRD# 7698364) is an Investment Advisor Representative working at Lpl Financial LLC in Salina, KS and has 1 year of experience in the finance industry.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 7050320
United Capital Management Of Kansas, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tier 1 Financial Dba For Lpl Financial | Salina, KS | Feb 2023 - Current | 1 |
| Kansas Wesleyan University | Salina, KS | Aug 2022 - Dec 2022 | < 1 |
| Unemployed | Mohave Valley, AZ | Mar 2022 - Aug 2022 | < 1 |
| Moss Adams LLP | Phoenix, AZ | Oct 2021 - Feb 2022 | < 1 |
| Pefs LLC | Mohave Valley, AZ | Jul 2020 - Sep 2021 | 1 |
| Kansas Wesleyan University | Salina, KS | Aug 2019 - May 2020 | < 1 |
| Harrah's Laughlin | Laughlin, NV | Jul 2019 - Jul 2019 | < 1 |
| Kansas Wesleyan University | Salina, KS | Aug 2018 - May 2019 | < 1 |
| City Of Needles | Needles, CA | May 2018 - Jul 2018 | < 1 |
| Kansas Wesleyan University | Salina, KS | Aug 2017 - May 2018 | < 1 |
| Dimond And Sons Mortuary | Bullhead City, AZ | May 2017 - Jul 2017 | < 1 |
| Kansas Wesleyan University | Salina, KS | Jul 2016 - May 2017 | < 1 |
| City Of Needles | Needles, CA | Jun 2016 - Jul 2016 | < 1 |
| Needles High School | Needles, CA | Jan 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- KS
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, WY
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