Trenton George Mckendrick
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- Wells Fargo Bank, NAApr 2022 to now
- Provo City CorporationMar 2022 to Jun 2022
- TucanosOct 2021 to Dec 2021
- WalmartMay 2021 to Oct 2021
- Brigham Young UniversityJan 2021 to Apr 2021
- Church of Jesus ChristDec 2018 to Nov 2020
- Lead Point SolutionsMar 2018 to Oct 2018
- WalmartMar 2018 to Oct 2018
- Timpanogos High SchoolMar 2018 to May 2018
- Gilbert Parks and RecreationMay 2017 to Aug 2017
- Mcdonald'sAug 2016 to May 2017
- Gilbert Classical AcademyAug 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 8078547
- Firm CRD
- 19616