TC
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Trent Christofferson

27 Years of Experience
Ogden, UT
Broker

Trent Christofferson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ogden, UT, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

106 Historic 25th Street, Ogden, UT, 84401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Trent is the owner of Trent Christofferson PC, a Raymond James support company, since 2004. He dedicates a few hours per week to this business, none of which occur during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2004 - Present · 21 yrs 10 mos
Previous Registrations
Raymond James Financial Services
August 2005 - January 2009 · 3 yrs 5 mos
Edward JonesBroker
May 1998 - September 2004 · 6 yrs 4 mos
State Registrations17 states
AZCACOGAIAIDLAMNMTNVOKSCTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.