Steven TrevorCRD Number: 1892620
Current Firm: Usaa Financial Planning Services
Steven Trevor (CRD# 1892620) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 24 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Usaa Financial Advisors, Inc.||Addison, TX||May 2014 - Current||2|
|Usaa Financial Planning Services||Addison, TX||May 2014 - Current||2|
|Unemployed||Red Bank, NJ||Jan 2014 - May 2014||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Aug 2013 - Jan 2014||< 1|
|Thrivent Investment Management Inc.||Red Bank, NJ||May 2013 - Jan 2014||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2013 - Aug 2013||< 1|
|Unemployed||Red Bank, NJ||Jan 2013 - May 2013||< 1|
|Hsbc Securities (usa) Inc.||Woodbridge, NJ||Aug 2010 - Jan 2013||2|
|Unemployed||Red Bank, NJ||Apr 2010 - Aug 2010||< 1|
|Charles Schwab Bank||Edison, NJ||Feb 2005 - Apr 2010||5|
|Charles Schwab & Company, Inc.||Edison, NJ||Jun 2003 - Apr 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
|S66||NASAA Uniform Combined State Law Examination||Sep 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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