Ernest TrevinoCRD Number: 3051024
Current Firm: Wells Fargo Clearing Services, LLC
Ernest Trevino (CRD# 3051024) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Antonio, TX and has over 22 years of experience in the finance industry. Ernest Trevino 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.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Wells Fargo Clearing Services, LLC||San Antonio, TX||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||San Antonio, TX||Dec 2009 - Nov 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2010|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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)
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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