Trent Searle
Gestionnaire de Portefeuille-Actions chez Physician Wealth Advisors, Inc.
Profil
Trent Lynn Searle is a Senior Portfolio Manager & Wealth Advisor at Physician Wealth Advisors, Inc. He previously worked as an Operation Manager at Investment Management Consultants from 2009 to 2012 and as a Financial Planner at TrueNorth Wealth Management LC from 2014 to 2017.
Searle received his undergraduate degree from Brigham Young University in 1987.
Postes actifs de Trent Searle
| Sociétés | Poste | Début |
|---|---|---|
Physician Wealth Advisors, Inc.
 Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members. | Gestionnaire de Portefeuille-Actions | 01/04/2017 |
Anciens postes connus de Trent Searle
| Sociétés | Poste | Fin |
|---|---|---|
TrueNorth Wealth Management LC
 TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA. | Corporate Officer/Principal | 01/03/2017 |
Investment Management Consultants
 Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV. | Corporate Officer/Principal | 01/01/2012 |
Formation de Trent Searle
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members. | Finance |
Investment Management Consultants
Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV. | Finance |
TrueNorth Wealth Management LC
TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA. | Finance |
