Chief Operating Officer
The Independent Grid
Before assuming the role of Chief Operating Officer for The Independent Grid in 2016, Trent established the Relationship Management Division for one of LPL Financial’s largest hybrid producer groups, where he was the point of contact for more than 460 advisors throughout the United States. Trent also acted as the key account manager for the 38 Third-Party Asset Management platforms with which the firm had active selling agreements.
Trent grew up in a family steeped in military tradition and occupation, and continues to give back to our military families through his service as a mentor with the University of South Florida’s Student Veterans’ program. He is also an avid golfer and loves spending time with his family and friends.
Acting in an administrative capacity, Trent currently holds his Series 6, 7, 63, 65, and FL Life, Health and Variable Annuity licenses, Trent also holds the designations of Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS).
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Conte Wealth Advisors LLC, and The Independent Grid LLC are not affiliated.
How to Retain Your Clients, and Your Sanity, When Switching Firms
By Trent Gain | November 9, 2017
The 4 Pillars of Successful Client Events
By Trent Gain | July 5, 2017
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