Trevor EmeryCRD 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 26 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Bdo Wealth Advisors, LLC||Denver, CO||Dec 2020 - Current||1|
|Cosyntris Advisory Network||Denver, CO||Aug 2012 - Dec 2020||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management2,803MILLIONS
Total Number of Accounts3,813ACCOUNTS
Average Account Value$735,098
- 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)
CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA
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