Trevor Adams (CRD# 5798093) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 6 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Richmond, VA | Feb 2024 - Current | < 1 |
| Truist Investment Services, Inc. | Richmond, VA | Feb 2021 - Feb 2024 | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Feb 2024 | 3 |
| Bb&t Securities | Richmond, VA | Feb 2014 - Feb 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
- VA
-
Total Assets Under Management51,821MILLIONS
-
Total Number of Accounts61,461ACCOUNTS
-
Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, 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, WY
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