John TrevorCRD Number: 5317376
Current Firm: Parsons Capital Management Inc.
John Trevor (CRD# 5317376) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 10 years of experience in the finance industry. John Trevor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Parsons Capital Management, Inc.||Providence, RI||Jan 2011 - Current||6|
|Slocum, Gordon & Company LLP||Newport, RI||Jan 2007 - Jan 2011||4|
|Rhode Isalnd Rescource Recovery Corp.||Johnston, RI||Aug 1993 - Jan 2007||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management1,040MILLIONS
Total Number of Accounts1,436ACCOUNTS
Average Account Value$724,015
- 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 businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, FL, LA, MA, MD, ME, MN, NH, NJ, NY, OH, PA, RI, TX, VA, VT, WA