Trevor Cobb, financial advisor Bellevue WA

Trevor Cobb

CRD Number: 5549449
Current Firm: Avantia

Trevor Cobb (CRD# 5549449) is an Investment Advisor Representative working at Avantia in Bellevue, WA and has over 14 years of experience in the finance industry.

Similar Advisors
Jeffrey Janeway, financial advisor Bellevue WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Bellevue WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Similar Advisors
Nina Abelman, financial advisor Bellevue WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Omdurman, Llc, D/b/a Avantia Seattle, WA May 2020 - Current 3
Goldman Sachs Seattle, WA Nov 2015 - Feb 2020 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Mar 2013 - Oct 2015 2
Bank Of America, N.a. Seattle, WA Mar 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Trevor J. Cobb
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $370,704
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

WA

Ready to hire a financial advisor? Get competitive proposals from Trevor Cobb and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.