Trevor Thompson, financial advisor Metairie LA

Trevor Thompson

CRD Number: 6075106
Current Firm: Crescent Sterling Ltd.

Trevor Thompson (CRD# 6075106) is an Investment Advisor Representative working at Crescent Sterling Ltd. in Metairie, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Crescent Sterling, Ltd. Metairie, LA Oct 2023 - Current < 1
Capitol Imaging Services Metairie, LA Dec 2020 - Aug 2023 2
Carr, Riggs, & Ingram Metairie, LA May 2019 - Dec 2020 1
Quantummining.io New Orleans, LA Nov 2018 - Apr 2019 < 1
Extended Travel New Orleans, LA Aug 2018 - Oct 2018 < 1
Jackson & Jackson, Pllc New Orleans, LA May 2017 - Jul 2018 1
Studying For/passing Cpa Exams New Orleans, LA Oct 2015 - Apr 2017 1
Brian G Dejean, Sr., Cpa Metairie, LA Jan 2016 - Apr 2016 < 1
Full Time Education - University Of New Orleans New Orleans, LA Sep 2014 - Sep 2015 1
Bureau Of Ocean Energy Management New Orleans, LA Jun 2015 - Jul 2015 < 1
Extended Travel New Orleans, LA Jun 2014 - Aug 2014 < 1
Full Time Education - Texas Christian University Fort Worth, TX Nov 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2024
Contact Info for Trevor W. Thompson
Phone Number: 504-885-1135
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $403,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, LA, MS, TX

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