Trevor Lubereski, financial advisor Federal Way WA

Trevor Lubereski

CRD Number: 6399949
Current Firm: Lpl Financial LLC

Trevor Lubereski (CRD# 6399949) is an Investment Advisor Representative working at Lpl Financial LLC in Federal Way, WA and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Federal Wa, WA Apr 2023 - Current 1
Bank Of America, N.a. Federal Way, WA Dec 2018 - Apr 2023 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Federal Way, WA Oct 2018 - Apr 2023 4
Unemployed Enumclaw, WA Apr 2018 - Oct 2018 < 1
Clifford R. Thomas & Associates Snoqualmie, WA Jan 2017 - Apr 2018 1
Unemployed Bremerton, WA Mar 2016 - Jan 2017 < 1
Waterfront Cpa Group Silverdale, WA Jul 2013 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Trevor S. Lubereski
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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)
  • Educational seminars/workshops
  • 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, 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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