Trevor Lawson (CRD# 7483369) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Sunnyvale, CA and has over 2 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2024 - Current | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Jan 2022 - Current | 2 |
| Amr/rural Metro | San Jose, CA | Dec 2019 - Current | 4 |
| San Francisco State University | San Francisco, CA | Aug 2018 - Dec 2019 | 1 |
| Bayshore Ambulance | Foster City, CA | Feb 2017 - Apr 2019 | 2 |
| College Of San Mateo | San Mateo, CA | Aug 2016 - May 2018 | 1 |
| Archbishop Mitty High School | San Jose, CA | Jan 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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