Trevor EvansCRD Number: 6124624
Current Firm: Strategic Advisers, Inc.
Trevor Evans (CRD# 6124624) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity||American Frok, UT||Sep 2012 - Current||4|
|Thrive||Orem, UT||Mar 2011 - Sep 2012||1|
|Pinnacle Security||Linden, UT||Nov 2010 - Mar 2011||< 1|
|The Church Of Jesus Christ Of Latter Day Saints||Alberta,||Oct 2008 - Nov 2010||2|
|Tra Snow Brackets||American Fork, UT||Aug 2007 - Oct 2008||1|
|Jones Paint And Glass||Provo, UT||May 2007 - Aug 2007||< 1|
|Pleasant Grove High School||Plesant Grove, UT||Aug 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV