Trevor Bright, financial advisor Campbell CA

Trevor Bright

CRD Number: 4254023
Current Firm: Charles Schwab & Company, Inc.

Trevor Bright (CRD# 4254023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Campbell, CA Mar 2020 - Current < 1
Charles Schwab Bank Campbell, CA Mar 2020 - Current < 1
Lpl Financial, LLC Sunnyvale, CA Sep 2016 - Mar 2020 3
Strategic Wealth Advisors Group, LLC San Mateo, CA Sep 2016 - Nov 2016 < 1
Fidelity Brokerage Services LLC Sunnyvale, CA Jul 2006 - Sep 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Disclosure Information

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
Contact Info for Trevor D. Bright
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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