Trevor Dinh, financial advisor Dallas TX

Trevor Dinh

CRD Number: 7459872
Current Firm: Goldman Sachs Ayco Personal Financial Management

Trevor Dinh (CRD# 7459872) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Dallas, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Ayco Personal Financial Management Dallas, TX Oct 2021 - Current < 1
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
Contact Info for Trevor Dinh
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    31,819
    MILLIONS
  • Total Number of Accounts
    64,043
    ACCOUNTS
  • Average Account Value
    $496,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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