Trenton Larsen
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed 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
10 years in the industry.
- LPL Financial LLCOct 2025 to now
- Bank of America, N.A.Jul 2021 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporateJun 2021 to Oct 2025
- Mutual Securities, Inc.Apr 2018 to Sep 2019
- Insight Wealth Strategies, LLC.May 2016 to May 2021
- Lincoln Financial Advisors CorporationMay 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6492731
- Firm CRD
- 6413