Trevor Brown (CRD# 6889582) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Washington, UT and has 1 year of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Insurance | Washington, UT | Sep 2023 - Current | < 1 |
State Farm Vp Management Corp. | Washington, UT | Sep 2023 - Current | < 1 |
State Farm Investment Management Corp | Washington, UT | Sep 2023 - Current | < 1 |
Bridge Investment Group | Sandy, UT | Dec 2021 - Sep 2023 | 1 |
Zions Bank | Salt Lake City, UT | May 2018 - Dec 2021 | 3 |
Key Investment Services | Salt Lake City, UT | Dec 2017 - May 2018 | < 1 |
Keybank | Salt Lake City, UT | Aug 2017 - May 2018 | < 1 |
Timberline Mortgage | Richfield, UT | Nov 2016 - Aug 2017 | < 1 |
State Farm Insurance | Richfield, UT | May 2016 - Nov 2016 | < 1 |
Allstate Insurance | Cedar City, UT | Aug 2015 - May 2016 | < 1 |
Vivint Smart Home | Provo, UT | Jan 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2023 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- UT
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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