linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin M Trevor-wilson

Victory Capital Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin M Trevor-wilson

Kevin Trevor-wilson is a financial advisor with Victory Capital Services, Inc. Kevin has been in the industry since 1999 and holds a variety of licenses, including Series 6, 7, 63, and 65. Kevin has previously worked with several firms, including J.P. Morgan Securities LLC, Foreside Fund Services, LLC, and U.S. Global Brokerage, Inc.

Firm Information

Kevin Trevor-wilson is currently registered with Victory Capital Services, Inc.. Victory Capital Services, Inc. is a corporation formed in June 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Trevor-wilson’s Registration & Firm History

TX

02/14/2022 - Present

Victory Capital Services, Inc. (San Antonio TX)

TX

07/01/2016 - 10/22/2021

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

ME

06/15/2015 - 01/06/2016

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

TX

06/21/2012 - 06/25/2015

U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)

TX

02/22/2007 - 05/10/2012

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

TX

05/08/2000 - 10/18/2006

ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)

TX

09/03/1998 - 04/18/2000

U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)

Not sure if Kevin M Trevor-wilson is right for you?

Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/29/1995

Series 2 - Non-Member General Securities Examination

BC

Issued 07/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin M Trevor-wilson.
Not sure if Kevin M Trevor-wilson is right for you?