Trevor CoreyCRD Number: 4554059
Current Firm: Td Ameritrade, Inc.
Trevor Corey (CRD# 4554059) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Washington, DC and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Tdameritrade Inc.||Washington, DC||Apr 2011 - Current||6|
|Profunds Distributors, Inc.||Bethesda, MD||Jul 2008 - Apr 2011||2|
|Terrapin Bright Green, LLC||Washington, DC||Nov 2007 - Jun 2008||< 1|
|Citigroup Global Markets Inc.||Mclean, VA||Jun 2006 - Nov 2007||1|
|American Express Financial Advisors||Boston, MA||Jun 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- 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