Trevor Thomas, financial advisor Lincolnshire IL
83 score

Trevor Thomas

CRD Number: 5593504
Current Firm: Aon Hewitt Financial Advisors, LLC

Trevor Thomas (CRD# 5593504) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Lincolnshire, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Aon Hewitt Financial Advisors Lincolnshire, IL Aug 2015 - Current 1
Aon Hewitt Lincolnshire, IL May 2015 - Current 1
Axa Advisors, LLC New York, NY Oct 2008 - Apr 2015 6
Artistic Framing Inc. Island Lake, IL Jan 2008 - Dec 2013 5
Foglia Ymca Lake Zurich, IL Aug 2000 - Jun 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Trevor T. Thomas
Phone Number: 704-646-0000
Registered State(s):
  • IL
  • NC
By the Numbers
  • Total Assets Under Management
    11,578
    MILLIONS
  • Total Number of Accounts
    110,165
    ACCOUNTS
  • Average Account Value
    $105,093
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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BADGES
83

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