Trina Whitten
Trina Whitten is a registered investment advisor at Stifel Independent Advisors, LLC, based in St. Louis, MO, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
501 North Broadway, St. Louis, MO, 63102
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Regulatory History (1)
Financial
August 2019Other Business Activities
Trina is a notary for the State of Oregon, dedicating minimal time to providing notary services. She also serves as Vice Chair on the Board of Directors for CASA of Douglas County, a non-profit organization, spending minimal time per month on board activities.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Stifel Independent Advisors, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations29 states
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.