Trevis Bonnett, financial advisor Columbus OH
93 score

Trevis Bonnett

CRD Number: 5479655
Current Firm: Nationwide Investment Advisors, LLC

Trevis Bonnett (CRD# 5479655) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Investment Services Corporation Columbus, OH Aug 2013 - Current 3
Valic Financial Advisors Houston, TX Aug 2012 - Aug 2013 1
Chase Investment Services Corp Sugarland, TX Dec 2010 - May 2012 1
Bonnett Financal Group Houston, TX Aug 2009 - Nov 2010 1
Assent LLC Austin, TX Feb 2010 - Jun 2010 < 1
Axa Advisors, LLC New York, NY Dec 2007 - Jul 2009 1
Extra Mile Solutions Houston, TX Nov 2006 - Sep 2008 1
Tab Enterprises Brooklyn, NY Dec 1997 - Nov 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Trevis A. Bonnett
Phone Number: 614-435-8371
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,764
    MILLIONS
  • Total Number of Accounts
    99,700
    ACCOUNTS
  • Average Account Value
    $37,752
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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