Trent SearleCRD Number: 4433677
Current Firm: Truenorth Wealth
Trent Searle (CRD# 4433677) is an Investment Advisor Representative working at Truenorth Wealth in Salt Lake City, UT and has 1 year of experience in the finance industry. Trent Searle 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2009 - Current||7|
|Uma Financial Services Inc.||Salt Lake City, UT||Apr 1998 - Oct 2009||11|
Total Assets Under Management355MILLIONS
Total Number of Accounts850ACCOUNTS
Average Account Value$417,647
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops