Steven Trevor, financial advisor Addison TX
83 score

Steven Trevor

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Steven E. Trevor
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
83

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