Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevin? Claim Your ProfileTrevin Lamont Epps is a financial advisor with over 20 years of experience in the financial services industry. Trevin has a strong background in investment management, financial planning, and insurance. Trevin is currently registered with Perigon Wealth Management, LLC and is based in Rancho Santa Fe, California. Trevin has previously held positions at First Allied Securities, Inc., Ameriprise Financial Services, Inc., and MML Investors Services, Inc.. Trevin holds several licenses and certifications, including the Series 6, Series 7, Series 24, and Series 63 licenses. Trevin is also a licensed insurance agent. Trevin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/15/2023 - Present
Perigon Wealth Management, LLC (Rancho Santa Fe CA)
CA
07/06/2007 - 03/31/2020
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/19/2005 - 07/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MA
10/03/2000 - 07/28/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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