Keith Trent has been an investment adviser representative at Garrett Wealth Advisory Group since March 2018, and is not listed among the firm’s executive officers or direct owners. Keith Trent holds a Bachelor of Science in Electrical Engineering from Texas Tech University and a Master of Science in Finance from Texas Tech University.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Keith Trent is a Wealth Advisor with Legacy Financial Management, a branch office of BentOak Capital in Lubbock, TX. He manages the Lubbock branch office, providing investment advisory and financial planning services, and is a voting member of the firm's Investment Committee. He has been in the financial services business since 1989, after several years as an engineer, and is a faculty member in the Rawls College of Business at Texas Tech, where he teaches finance.
Keith Trent’s longest registration was 14 years at LPL Financial LLC (2006–2020). Before joining Garrett Wealth Advisory Group in 2018, Keith Trent was registered through LPL Financial LLC.
- LPL Financial LLC– · 14 yearsLubbock, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Keith Trent is registered as an investment adviser representative in Texas, since March 2018.
- TexasSince 19 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 July 2006 |
| Series 7 | General Securities Representative Examination | 14 January 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 April 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Keith Wayne Trent
- CRD
- 4149241
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Office
- 611 University Ave, Suite 220, Lubbock, TX 79401
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Keith Trent work?
Keith Trent is an investment adviser representative registered through Garrett Wealth Advisory Group, LLC since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Keith Trent a financial advisor?
Yes. Keith Trent has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since March 2018.
How many years of experience does Keith Trent have?
Keith Trent has 26 years in the financial industry, since April 2000, across 2 adviser firms.
What exams has Keith Trent passed?
Keith Trent has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in April 2000. FINRA credited Keith Trent with the SIE, which began in October 2018.
Where is Keith Trent based?
Keith Trent’s registered office is in Lubbock, TX.
Is Keith Trent registered with FINRA?
No. Keith Trent has no current broker registration.
Is Keith Trent a CFP?
Garrett Wealth Advisory Group lists Keith Trent with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Keith Trent’s record?
Search CRD 4149241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Trent’s full registration record.
