Trevor Wilde, financial advisor Glendale AZ

Trevor Wilde

CRD Number: 4238789
Current Firm: Cetera Advisors LLC

Trevor Wilde (CRD# 4238789) is an Investment Advisor Representative working at Cetera Advisors LLC in Glendale, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 8
Multi-financial Securities Corporation Denver, CO Apr 2007 - Dec 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2001
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Trevor W. Wilde
Phone Number: 800-929-3485
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    15,071
    MILLIONS
  • Total Number of Accounts
    58,946
    ACCOUNTS
  • Average Account Value
    $255,680
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
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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