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Manager Overview
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My objective as an independent financial consultant is to help my clients make financial decisions that support their life priorities, values and goals – and to feel comfortable with the resulting plan. Ultimately, most people just want to know that they’re going to be “OK” financially and be able to live out their life’s vision. A good plan by an attentive coach can be key to accomplishing that. |
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Experience & Disclosure
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My CRD Number:
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2218480 |
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Work Experience:
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Trenton G. Adams entered the financial services industry in 1992 as an advisor with a major wire house firm. In 2002, he started Trenton Adams Associates, Inc. to better serve the needs of a diverse group of clients, ranging from affluent individuals to small business owners and non-profit employees and organizations.
A graduate of Westmont College in Santa Barbara, California, Trent holds a Certified Retirement Specialist (CRS) designation from the NTSAA, and is a general securities representative and an Investment Advisory Representative of GWN Securities, Inc. He also holds a life insurance license. |
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Services
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Types of Investments:
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A broad range of money managers. |
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Qualifications
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Number of Advisors in Office:
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2 |
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Compensation
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New Client Minimum Portfolio Size:
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200000 |
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Money Manager Articles
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Q2 - 07/30/2009
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