Trevor ColeCRD Number: 3019716
Current Firm: Cetera Advisor Networks LLC
Trevor Cole (CRD# 3019716) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Burbank, CA and has over 18 years of experience in the finance industry. Trevor Cole 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.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||9|
|Cta Wealth Advisors, Inc.||Burbank, CA||Jan 2006 - Current||16|
|Cameron Thornton Associates||Burbank, CA||Jan 2004 - Dec 2019||15|
|Financial Network Inv. Corp.||El Segundo, CA||May 2003 - Dec 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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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