Trevor Stark, financial advisor Toronto, Ontario

Trevor Stark

CRD Number: 7319171
Current Firm: Richardson Wealth (usa) Limited

Trevor Stark (CRD# 7319171) is an Investment Advisor Representative working at Richardson Wealth (usa) Limited in Toronto, Ontario, and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Richardson Wealth Limited Toronto, Jun 2014 - Current 9
Unemployed Winnipeg, Manitoba, Apr 2014 - Jun 2014 < 1

Trevor Stark has no recent exams reported.
Contact Info for Trevor Stark
Phone Number: 1-855-204-7467
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    193
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $789,146
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

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