Trennon Waters
Trennon Waters is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woodland Hills, CA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21700 Oxnard St, Suite 1930, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Trennon is a board member (Treasurer & Co-Secretary) for Hidden Lake HOA, dedicating minimal time. He is also the CEO of Monument Associates, spending about half his time on FA duties, and an owner of Monument Wealth Advisors, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations31 states
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