Trevor Nunn, financial advisor Bowling Green KY

Trevor Nunn

CRD Number: 7032174
Current Firm: Raymond James Financial Services Advisors, Inc.

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®). 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.

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Professional Designations
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 5
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
Contact Info for Trevor C. Nunn
Phone Number: 727-567-3020
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
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, WY

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