Trent JohnsonCRD Number: 5987317
Current Firm: Allegis Investment Advisors, LLC
Trent Johnson (CRD# 5987317) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
|Allegis Investment Services||Salt Lake City, UT||Oct 2015 - Current||2|
|Allegis Investment Advisors||Salt Lake City, UT||Oct 2015 - Current||2|
|Strategic Financial Partners||Salt Lake City, UT||Oct 2011 - Oct 2015||4|
|Securian Financial Services Inc.||St. Paul, MN||Oct 2011 - Oct 2015||4|
|Minnesota Life||St. Paul, MN||Oct 2011 - Oct 2015||4|
|Securian Financial Services Inc.||St. Paul, MN||Oct 2011 - Oct 2011||< 1|
|Unemployed||Salt Lake City, UT||Aug 2011 - Oct 2011||< 1|
|Downeast Outfitters||Idaho Falls, ID||Jul 2011 - Aug 2011||< 1|
|Univ. Of Utah||Salt Lake City, UT||Aug 2009 - May 2011||1|
|Salt Lake County Recreation||Salt Lake City, UT||Oct 2010 - Jan 2011||< 1|
|Homecrafters LLC||Idaho Falls, ID||Jun 2006 - Aug 2009||3|
|Collage Of Southern Idaho||Twin Falls, ID||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
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