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.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
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 |
- LA
-
Total Assets Under Management212MILLIONS
-
Total Number of Accounts527ACCOUNTS
-
Average Account Value$403,051
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, LA, MS, TX
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