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Trenton Raye Milner

Investment adviser representative at 49 Financial
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. 49 FinancialJun 2024 to now
  2. StarbucksJan 2023 to Dec 2023
  3. East Texas Baptist UniversityJan 2020 to May 2024
  4. YmcaMay 2019 to Aug 2019
  5. Unemployed MinorJan 2014 to Jan 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

49 Financial

Legal name: 49 Wealth Management, LLC

$1.4BAssets managed
3,839Clients
141Advisers
4 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
7965763
Firm CRD
319484
Advisor's SEC record (opens in a new tab)
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