Jorge TrevinoCRD Number: 4579361
Current Firm: Quest Capital Strategies, Inc.
Jorge Trevino (CRD# 4579361) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in El Paso, TX and has over 15 years of experience in the finance industry.
Lauterbach Financial Advisors, LLC
Wells Fargo Advisors, LLC
First Allied Advisory Services, Inc.
|Quest Capital Strategies, Inc.||Lake Forest, CA||Sep 2013 - Current||4|
|Trev Corp Financial Services||El Paso, TX||Jan 2005 - Current||12|
|Allstate Insurance Co||El Paso, TX||Aug 2011 - Oct 2011||< 1|
|Valic Financial Advisors, Inc.||Austin, TX||Apr 2009 - Jul 2010||1|
|Chase Investments Services Corp||El Paso, TX||Dec 2007 - Feb 2008||< 1|
|Addeco||El Paso, TX||Apr 2007 - Oct 2007||< 1|
|Banc Of America Investments, Inc.||El Paso, TX||Apr 2007 - Oct 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management33MILLIONS
Total Number of Accounts190ACCOUNTS
Average Account Value$173,684
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA
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