Trevor Nunn (CRD# 7032174) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bowling Green, KY and has over 5 years of experience in the finance industry. Trevor Nunn has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6608563
Edward Jones
CRD# 4745990
Edward Jones
CRD# 3057343
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Bowling Green, KY | May 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Bowling Green, KY | Nov 2018 - Current | 5 |
Claycomb Wealth Management | Bowling Green, KY | Oct 2018 - Current | 6 |
Western Kentucky University | Bowling Green, KY | Apr 2013 - Oct 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- KY
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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