Trent Glen Christofferson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Raymond James Financial Services
  Ogden, UT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Ogden, UT
• 09/2009 → 09/2021
  Christopherson & Palmer
  Ogden, UT
• 03/2018 → 06/2019
  Leavitt'S Mortuary
  Ogden, UT

Other Businesses

(1)Name of Business: Trent Christofferson PC Address: 106 Historic 25th Street, Ogden, UT, 84401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: NO Start Date: 09/13/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raymond James support company

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-12
• S63 Uniform Securities Agent State Law Examination
  1998-05-15

Other Names

• Trent G Christofferson