Trevor Emery, financial advisor Jacksonville FL

Trevor Emery

CRD Number: 2578153
Current Firm: Bdo Wealth Advisors, LLC

Trevor Emery (CRD# 2578153) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Bdo Wealth Advisors, LLC Denver, CO Dec 2020 - Current < 1
Cosyntris Advisory Network Denver, CO Aug 2012 - Dec 2020 8
Wells Fargo Advisors Financial Network LLC Denver, CO May 2009 - Sep 2012 3
Wealth Strategy Partners Denver, CO Nov 2007 - Aug 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Trevor J. Emery
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,509
    MILLIONS
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $522,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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