Trent L. Searle
Professional summary
Trent L. Searle, CFP®, who also goes by Trent Lynn Searle, is a registered financial advisor currently at PHYSICIAN WEALTH ADVISORS, INC. located in Salt Lake City, Utah.
Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Trent has worked at 3 firms and has passed the Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trent L. Searle's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2017 - Present
PHYSICIAN WEALTH ADVISORS, INC.
Office #1: 6820 South 900 East Suite 200, Salt Lake City, UT 84047July 15, 2014 - March 31, 2017
TRUENORTH WEALTH
February 26, 2010 - November 30, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 6, 2003 - November 23, 2011
PHYSICIAN WEALTH ADVISORS, INC.
Primary Firm SEC Registration
PHYSICIAN WEALTH ADVISORS, INC.
CRD#: 106043 / SEC#: 801-63664
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2017)
Exams
Current Firm
PHYSICIAN WEALTH ADVISORS, INC.
CRD#: 106043 / SEC#: 801-63664
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,721 |
| AUM (Assets Under Management) | $ 1,729,828,110 |
Red Flags
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