Trent Sheets is a CFP-designated registered investment advisor at Sheets Smith Wealth Management, based in Winston Salem, NC, with 16 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 411 clients with $1.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
120 Club Oaks Court, Suite 200, Winston Salem, NC, 27104-4680
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sheets Smith Wealth Management
Previous Registrations
E*trade Capital Management, LLC
Ameriprise Financial Services, INC.
State Registrations2 states
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