Trevor WhitsonCRD Number: 4028952
Current Firm: Wells Fargo Clearing Services, LLC
Trevor Whitson (CRD# 4028952) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Wells Fargo Clearing Services||Charlotte, NC||Apr 2019 - Current||2|
|Lpl Financial LLC||Charlotte, NC||Jan 2011 - Feb 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, 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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