Trent Edward Warren
Investment adviser representative at Pure Financial Advisors, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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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
9 years in the industry.
- Pure Financial Advisors, LLCApr 2025 to now
- Fairhaven Wealth ManagementMay 2016 to now
- Triad Advisors, Inc.May 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 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
- 4978199
- Firm CRD
- 144316