Trevor Yochum, financial advisor Norcross GA
68 score

Trevor Yochum

CRD Number: 6362279
Current Firm: Triad Advisors, Inc.

Trevor Yochum (CRD# 6362279) is an Investment Advisor Representative working at Triad Advisors, Inc. in Norcross, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Jun 2014 - Current 3
Student Fort Collins, CO Jun 2013 - May 2014 < 1
Mueller Industries Memphis, TN Jun 2012 - Jun 2013 1
University Of Georgia Athens, GA Aug 2008 - May 2012 3
Unemployed Suwanee, GA Jan 2004 - Jul 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Trevor J. Yochum
Phone Number: 800-720-4003
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $165,415
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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
68

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