Trevor Mann
CRD Number: 7213686Current Firm: Walser Wealth Management Company, A Limited Liability Company
Trevor Mann (CRD# 7213686) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walser Wealth Management Company, A Limited Liability Company (c | Tampa, FL | May 2023 - Current | 1 |
| Morgan Stanley | Temple Terrace, FL | May 2022 - Apr 2023 | < 1 |
| Morgan Stanley | Temple Terrace, FL | Feb 2022 - Apr 2023 | 1 |
| 360 Wealth & Benefits | Tampa, FL | Jan 2021 - Jan 2022 | 1 |
| Principal Securities Inc. | Tampa, FL | Dec 2020 - Jan 2022 | 1 |
| Principal Life Insurance Company | Tampa, FL | Dec 2020 - Jan 2022 | 1 |
| 360 Wealth & Benefits | Tampa, FL | Jan 2020 - Dec 2020 | < 1 |
| Student | Tampa, FL | Apr 2013 - Dec 2019 | 6 |
| Cs&l Cpa's | Tampa, FL | Jan 2019 - Oct 2019 | < 1 |
| Waters Edge | Westbrook, CT | May 2016 - Sep 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
-
Total Assets Under Management164MILLIONS
-
Total Number of Accounts1,145ACCOUNTS
-
Average Account Value$143,295
- 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
- Selection of other advisers (including private fund managers)
AL, FL, GA, IL, SC, TX
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