Malcolm TrevillianCRD Number: 1001676
Current Firm: Verity Asset Management
Malcolm Trevillian (CRD# 1001676) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Verity Asset Management, Inc.||Durham, NC||Jul 2011 - Current||6|
|Chatham Advisors||Chapel Hill, NC||Mar 2008 - Dec 2013||5|
|Verity Investments, Inc.||Durham, NC||Feb 2009 - Jul 2011||2|
|Comperio Retirement Consulting, Inc.||Chapel Hill, NC||May 2006 - Jun 2008||2|
|Chapel Hill Investment Advisors, Ltd.||Chapel Hill, NC||Jan 2004 - Jun 2008||4|
Total Assets Under Management435MILLIONS
Total Number of Accounts4,210ACCOUNTS
Average Account Value$103,329
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MD, MI, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY
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