Trevor Lyne (CRD# 7057493) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Windsor, CT and has over 3 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Windsor, CT | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Pioneer Financial Group | Windsor, CT | May 2021 - Current | 3 |
Securian Financial Services Inc. | St Paul, MN | May 2021 - Aug 2023 | 2 |
Minnesota Life Insurance Co | St Paul, MN | May 2021 - Aug 2023 | 2 |
Pioneer Financial Group | Windsor, CT | Feb 2021 - Apr 2021 | < 1 |
Securian Financial Services Inc. | St Paul, MN | Feb 2021 - Apr 2021 | < 1 |
Pioneer Financial Group | Windsor, CT | Oct 2020 - Feb 2021 | < 1 |
Securian Financial Services Inc. | St Paul, MN | Aug 2020 - Feb 2021 | < 1 |
Minnesota Life Insurance Co | St Paul, MN | Aug 2020 - Feb 2021 | < 1 |
Pioneer Financial Group | Longmeadow, MA | Aug 2020 - Sep 2020 | < 1 |
Securian Financial Services Inc. | St Paul, MN | May 2020 - Jul 2020 | < 1 |
Bryant University | Smithfield, RI | Sep 2016 - May 2020 | 3 |
Pioneer Financial Group | Longmeadow, MA | Jan 2019 - Apr 2020 | 1 |
Suffield Academy | Suffield, CT | Sep 2013 - Sep 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- CT
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.