Trevor O'connor (CRD# 7343812) is an Investment Advisor Representative working at Precision Wealth Strategies, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 4815893
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precision Wealth Strategies | Saint Louis, MO | May 2020 - Current | 4 |
| Kpmg LLP | Saint Louis, MO | Sep 2017 - Apr 2020 | 2 |
| Full Time Student | Columbia, MO | Sep 2013 - Aug 2017 | 3 |
| Kpmg LLP | Saint Louis, MO | Jun 2016 - Aug 2016 | < 1 |
| Precision Wealth Strategies | Chesterfield, MO | Jun 2015 - Aug 2015 | < 1 |
| Shoe Carnival | Saint Charles, MO | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MO
-
Total Assets Under Management297MILLIONS
-
Total Number of Accounts1,077ACCOUNTS
-
Average Account Value$275,944
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX
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