Trevor Davenport, financial advisor Stillwater OK
89 score

Trevor Davenport

CRD Number: 6199716
Current Firm: Invest Financial Corporation

Trevor Davenport (CRD# 6199716) is an Investment Advisor Representative working at Invest Financial Corporation in Stillwater, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Stillwater, OK Apr 2015 - Current 1
Edward Jones St Louis, MO Jan 2014 - Jan 2015 1
Peak Pest Services Stillwater, OK Apr 2012 - Jan 2014 1
Oklahoma State University Stillwater, OK Aug 2010 - Dec 2013 3
Okie Pest Control Stillwater, OK Feb 2011 - Apr 2012 1
Oklahoma State Stillwater, OK Jun 2010 - Sep 2010 < 1
Stillwater High School Stillwater, OK Aug 2007 - Jun 2010 2
Red Lobster Stillwater, OK Feb 2010 - Apr 2010 < 1
Stillwater Jr. High Stillwater, OK Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Trevor S. Davenport
Phone Number: (813) 880-5300
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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