Trevor ForbesCRD Number: 5994373
Current Firm: Renaissance Investment Group, LLC
Trevor Forbes (CRD# 5994373) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 5 years of experience in the finance industry.
Dutch Asset Corporation
Pks Advisory Services, LLC
Atlas Private Wealth Management, LLC
|Renaissance Investment Group, LLC||Pittsfield, MA||Oct 2011 - Current||5|
|Standard Life Investments (usa)||Boston, MA||Apr 2011 - Oct 2011||< 1|
|Standard Life Wealth||London,||Oct 2007 - Mar 2011||3|
|Abn Ambro||London,||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management284MILLIONS
Total Number of Accounts405ACCOUNTS
Average Account Value$700,865
- A percentage of assets under your management
- 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
CA, CT, FL, MA, NY, TX
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