Trevor Bakir, financial advisor Round Rock TX

Trevor Bakir

CRD Number: 5683075
Current Firm: Tnt Asset Management, LLC

Trevor Bakir (CRD# 5683075) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 6 years of experience in the finance industry. Trevor Bakir 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.

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Professional Designations
Company Name Location Dates Years
Tnt Asset Management, LLC Round Rock, TX Jul 2017 - Current 6
Goodwill Industries Central Texas Austin, TX Mar 2015 - Jul 2017 2
Unemployed Round Rock, TX Jan 2015 - Mar 2015 < 1
Us Army Camp Zama, Jan 2012 - Jan 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Trevor L. Bakir
Phone Number: 512 255-1600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $288,461
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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