Trevor ArnoldCRD Number: 6954990
Current Firm: Fidelity Personal And Workplace Advisors
Trevor Arnold (CRD# 6954990) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 4 years of experience in the finance industry.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|Fidelity Brokerage Services LLC||Westlake, TX||Feb 2019 - Current||3|
|Axa Advisors, LLC||Dallas, TX||Jun 2018 - Dec 2018||< 1|
|Unemployed||Denton, TX||Apr 2018 - Jun 2018||< 1|
|University Of North Texas||Denton, TX||Aug 2014 - May 2018||3|
|Mayrath & Company, Pc||Dallas, TX||Nov 2017 - Apr 2018||< 1|
|Unt System Internal Audit||Denton, TX||Mar 2016 - Nov 2017||1|
|Discount Tire, Company||Flower Mound, TX||Jun 2012 - Sep 2015||3|
|Marcus High School||Flower Mound, TX||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
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