Carl Scott Trent
Investment adviser representative at Golden Reserve Retirement, LLC
12 yearsExperience
1 stateRegistered in
$544.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Golden Reserve Retirement, LLCJul 2026 to now
- Massmutual Life Insurance CompanyMay 2022 to Jul 2026
- MML Investors Services, LLCMay 2022 to Jul 2026
- W&s Brokerage ServicesOct 2019 to May 2022
- Western Southern LifeSep 2019 to May 2022
- MML Investors Services, LLCJul 2018 to Sep 2019
- Massmutual Life Insurance CompanyJun 2018 to Sep 2019
- Guardian Life InsuranceSep 2014 to Jun 2018
- Park Avenue SecuritiesSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Golden Reserve Retirement, LLC
$544.3MAssets managed
2,008Clients
28Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4263876
- Firm CRD
- 283588