Trevor Walbridge, financial advisor Erie PA
90 score

Trevor Walbridge

CRD Number: 6014360
Current Firm: Wells Fargo Advisors, LLC

Trevor Walbridge (CRD# 6014360) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Erie, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Erie, PA Nov 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Erie, PA May 2012 - Current 4
Waddell & Reed, Inc. Erie, PA Mar 2012 - Nov 2015 3
Unemployed Erie, PA Dec 2011 - Mar 2012 < 1
Student University Park, PA Aug 2011 - Dec 2011 < 1
Kahkwa Club Erie, PA May 2003 - Aug 2011 8
George's Floral Boutique State College, PA Aug 2010 - May 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Trevor S. Walbridge
Phone Number: 314-875-3000
Registered State(s):
  • KY
  • MD
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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