Trevor Heide (CRD# 5671601) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palos Heights, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Palos Heights, IL | Nov 2018 - Current | 5 |
| Rbc Capital Markets, LLC | Palos Heights, IL | Aug 2018 - Current | 5 |
| Bmo Investment Distributors, LLC | Chicago, IL | Jan 2017 - Aug 2018 | 1 |
| Cedar Capital, LLC | Chicago, IL | Jan 2015 - Oct 2016 | 1 |
| Foreside Fund Services, LLC | Chicago, IL | Oct 2014 - Oct 2016 | 2 |
| Good Harbor Financial, LLC | Chicago, IL | Aug 2014 - Dec 2014 | < 1 |
| Northern Lights Distributors, LLC | Omaha, NE | Aug 2014 - Oct 2014 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- IL
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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