Trent Dysert, financial advisor Xenia OH

Trent Dysert

CRD Number: 5078319
Current Firm: James Investment Research Inc.

Trent Dysert (CRD# 5078319) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
James Investment Research, Inc. Alpha, OH Jul 2014 - Current 9
Alps Distributors, Inc. Denver, CO Oct 2011 - Current 12
James Investment Research Alpha, OH Jul 2006 - Jul 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Trent D. Dysert
Phone Number: 937-426-7640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,060
    MILLIONS
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $1,402,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, IN, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA

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