Carl TrevisanCRD Number: 715623
Current Firm: Wells Fargo Clearing Services, LLC
Carl Trevisan (CRD# 715623) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Alexandria, VA and has over 41 years of experience in the finance industry. Carl Trevisan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Wells Fargo Clearing Services, LLC||Alexandria, VA||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Alexandria, VA||Dec 2015 - Nov 2016||< 1|
|Mclaughlin Ryder Investments, Inc.||Alexandria, VA||May 2011 - Dec 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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