Trent
May
Creative Financial Designs, Inc
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About this Advisor
Trent May is a financial advisor based in Greenville, Ohio, working with Creative Financial Designs, Inc. Trent has previously held positions at May Financial, Creative Financial Designs Inc, and Cfd Investments, Inc. Trent has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Trent is part of Creative Financial Designs, Inc, which operates out of Greenville, Ohio. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Trent May Work History
Creative Financial Designs Inc
Cfd Investments, Inc
May Financial
Disclosures
Please visit the SEC profile of Trent May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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