World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
 
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Confessions of a Reluctant Entrepreneur

In November 1978, I dragged a metal filing cabinet into the Dows Building wondering if I would ever have enough clients to fill it up. Thirty-eight years ago, I never thought in terms of entrepreneurship.
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Who We Are

World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!

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Our Partnership

Our affiliation with the accounting and business consulting firm Terry Lockridge & Dunn gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.

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