Landon Trent Lea
Investment adviser representative at Svb Wealth
19 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- First Citizens Asset ManagementJul 2025 to now
- Svb WealthJul 2025 to now
- First Citizens BankJun 2025 to now
- First Citizens Investor ServicesJun 2025 to now
- Arvest Wealth ManagementJan 2017 to now
- Arvest Asset ManagementDec 2007 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (AR).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 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
- 4764880
- Firm CRD
- 172832