Kelly Trevethan, financial advisor Danville CA
93 score

Kelly Trevethan

CRD Number: 1403439
Current Firm: United Capital Financial Advisers

Kelly Trevethan (CRD# 1403439) is an Investment Advisor Representative working at United Capital Financial Advisers in Danville, CA and has over 30 years of experience in the finance industry.

Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2009 - Current 7
Girard Securities, Inc. San Diego, CA Sep 2008 - Current 8
United Capital Financial Advisers Inc. Newport Beach, CA Sep 2008 - Jun 2009 < 1
Oppenheimer Asset Management Inc. New York, NY Apr 2003 - Sep 2008 5
Fahnestock & Company Inc. San Francisco, CA Jan 2003 - Sep 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Kelly B. Trevethan
Phone Number: 949-999-8500
Registered State(s):
  • CA
  • CT
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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, 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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