Keith Trent (CRD# 4149241) is an Investment Advisor Representative working at Bentoak Capital in Lubbock, TX and has over 24 years of experience in the finance industry. Keith Trent 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bentoak Capital | Lubbock, TX | Jan 2020 - Current | 4 |
| Garrett Wealth Advisory Group, LLC | Lubbock, TX | Jan 2018 - Current | 6 |
| Lpl Financial, LLC | Lubbock, TX | May 2006 - Current | 17 |
| Snow Garrett Wealth Mgmt | Lubbock, TX | Jan 2018 - Jan 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
- TX
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Total Assets Under Management473MILLIONS
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Total Number of Accounts1,289ACCOUNTS
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Average Account Value$366,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, NM, TX
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