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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Physician Wealth Advisors, Inc. (fka Uma Financial Services) | Salt Lake City, UT | Apr 2017 - Current | 7 |
| Truenorth Wealth | Salt Lake City, UT | Jul 2014 - Mar 2017 | 2 |
| 8 Pillars, LLC | Alpine, UT | Jan 2013 - Jul 2014 | 1 |
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Total Assets Under Management1,532MILLIONS
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Total Number of Accounts6,048ACCOUNTS
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Average Account Value$253,368
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, ID, LA, MT, OR, TX, UT, VA, WA
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