Trent Searle
Portfolio Manager-Equities at Physician Wealth Advisors, Inc.
Profile
Trent Lynn Searle is a Senior Portfolio Manager & Wealth Advisor at Physician Wealth Advisors, Inc. He previously worked as an Operation Manager at Investment Management Consultants from 2009 to 2012 and as a Financial Planner at TrueNorth Wealth Management LC from 2014 to 2017.
Searle received his undergraduate degree from Brigham Young University in 1987.
Trent Searle active positions
| Companies | Position | Start |
|---|---|---|
Physician Wealth Advisors, Inc.
 Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members. | Portfolio Manager-Equities | 2017-03-31 |
Former positions of Trent Searle
| Companies | Position | End |
|---|---|---|
TrueNorth Wealth Management LC
 TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA. | Corporate Officer/Principal | 2017-02-28 |
Investment Management Consultants
 Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV. | Corporate Officer/Principal | 2011-12-31 |
Training of Trent Searle
| Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. Investment ManagersFinance Physician Wealth Advisors, Inc. is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. Formerly known as UMA Financial Services, Inc., the firm was founded in 1993 and is a direct subsidiary of Utah Medical Association (UMA). Physician Wealth Advisors provides discretionary investment management services to the members of UMA and their family members. | Finance |
Investment Management Consultants
Investment Management Consultants Investment ManagersFinance Investment Management Consultants provides investment advice. The private company is based in Las Vegas, NV. | Finance |
TrueNorth Wealth Management LC
TrueNorth Wealth Management LC Investment ManagersFinance TrueNorth Wealth Management LC provides wealth management services. The private company is based in Cedar Rapids, IA. | Finance |
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