Trent Searle, financial advisor Salt Lake City UT
101 score

Trent Searle

CRD Number: 4433677
Current Firm: Uma Financial Services Inc.

Trent Searle (CRD# 4433677) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has 21 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Uma Financial Services Inc. Salt Lake City, UT Apr 2017 - Current 1
Truenorth Wealth Salt Lake City, UT Jul 2014 - Mar 2017 2
8 Pillars, LLC Alpine, UT Jan 2013 - Jul 2014 1
Investment Management Consultants Salt Lake City, UT Dec 2009 - Nov 2012 2
Uma Financial Services Inc. Salt Lake City, UT Apr 1998 - Nov 2009 11

Trent Searle has no recent exams reported.
Contact Info for Trent L. Searle
Phone Number:
Firm Website: http://www.umafs.org
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    816
    MILLIONS
  • Total Number of Accounts
    4,064
    ACCOUNTS
  • Average Account Value
    $200,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, ID, LA, OR, TX, UT, WA

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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