Trent Lockard (CRD# 7651164) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln, NE and has 1 year of experience in the finance industry.
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Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, NE | May 2023 - Current | 1 |
| Cornhusker Bank | Lincoln, NE | Oct 2022 - Current | 1 |
| University Of Nebraska - Lincoln | Lincoln, NE | Aug 2022 - May 2023 | < 1 |
| Teckmeyer Financial Services | Omaha, NE | May 2022 - Aug 2022 | < 1 |
| University Of Nebraska - Lincoln | Lincoln, NE | Aug 2021 - May 2022 | < 1 |
| Unemployed | Lincoln, NE | May 2021 - Aug 2021 | < 1 |
| University Of Nebraska - Lincoln | Lincoln, NE | Aug 2020 - May 2021 | < 1 |
| Unemployed | Lincoln, NE | May 2020 - Aug 2020 | < 1 |
| University Of Nebraska - Lincoln | Lincoln, NE | Aug 2019 - May 2020 | < 1 |
| Woods Aitken LLP | Lincoln, NE | May 2019 - Aug 2019 | < 1 |
| Lincoln Christian School | Lincoln, NE | May 2013 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NE
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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