user avatar

Trenton Dane Randall

Advisor at Cetera — Perryville, KY

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Perryville, KY

Cetera logo

Cetera

Institution

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Trenton Randall is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at LPL Financial, FSC Securities Corp, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and operates Randall Horse and Cattle Co, a family farm dedicated to raising and breeding horses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Perryville, KY

Perryville KY

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

18 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Randall Horse and Cattle Co

2021 - Present • 5 years

Perryville, KY

LPL Financial, LLC

2019 - 2025 • 6 years

Perryville, KY

Fsc Securities Corp

2015 - 2019 • 4 years

Atlanta, GA

Purshe Kaplan Sterling Investments

2014 - 2019 • 5 years

Albany, NY

Cambridge Investment Research Advisors

2013 - 2014 • 1 year

Lexington, KY

LPL Financial

2010 - 2013 • 3 years

KY

PNC Wealth Management

2009 - 2010 • 1 year

Richmond, KY

Natcity Investments, Inc.

2008 - 2009 • 1 year

Richmond, KY

Morgan Stanley & Co. LLC

2007 - 2008 • 1 year

Lexington, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Advisors in Danville, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Encompass Financial Advisors, STIFEL, J.J.B. Hilliard, W.L. Lyons, and Comprehensive Asset Management & Servicing. Outside of finance, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm emphasizes fundamental analysis and utilizes a range of investment vehicles, including mutual funds, ETFs, sub-advisors, individual securities, REITs, and privately placed alternatives, providing both discretionary and non-discretionary account management.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

Tina C

Series 66

Harrodsburg, KY

FWG Investments, LLC

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Annuities Income planning Real estate investing Founder/Business Owner Retired
user avatar

Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar

David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar

James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he owns Garner Productions, a company focused on audio/video theatrical scriptwriting where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Natalie B

Series 66

Danville, KY

PNC Wealth Management

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)