Trevor Dinh (CRD# 7459872) is an Investment Advisor Representative working at The Ayco Company, LP in Dallas, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs Ayco Personal Financial Management | Dallas, TX | Oct 2021 - Current | 2 |
| Wells Fargo | Austin, TX | May 2021 - Oct 2021 | < 1 |
| Wells Fargo Private Bank | Austin, TX | Jul 2020 - May 2021 | < 1 |
| Unemployed | Houston, TX | Jan 2020 - Jun 2020 | < 1 |
| Willis Johnson & Associates | Houston, TX | Aug 2019 - Dec 2019 | < 1 |
| Wells Fargo | Chandler, AZ | May 2019 - Aug 2019 | < 1 |
| Rsm Us LLP | Houston, TX | Jan 2019 - Apr 2019 | < 1 |
| Unemployed | Houston, TX | Aug 2017 - Dec 2018 | 1 |
| Pokeworks | Houston, TX | Jul 2017 - Jul 2017 | < 1 |
| 85c Bakery | Houston, TX | Jun 2017 - Jul 2017 | < 1 |
| Unemployed | Houston, TX | Jan 2017 - Jun 2017 | < 1 |
| Smelly Pot | Houston, TX | Aug 2016 - Dec 2016 | < 1 |
| Sharetea | Houston, TX | Mar 2016 - Aug 2016 | < 1 |
| Unemployed | Houston, TX | Jan 2001 - Mar 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
-
Total Assets Under Management25,870MILLIONS
-
Total Number of Accounts46,004ACCOUNTS
-
Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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