Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Althea? Claim Your ProfileAlthea Keegan Trevor is an investment advisor representative with Dimensional Fund Advisors LP. Althea has been in the industry since 2013 and holds a Series 7, Series 65, and SIE license. She earned the Chartered Financial Analyst designation. Althea is registered with the state of Texas. Althea is based out of the Austin, Texas branch of Dimensional Fund Advisors LP.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/08/2016 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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