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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Blaine Thompson is a financial advisor with Summit Global Investments, LLC. Trevor has been working in the financial industry since 2006. Prior to joining Summit Global Investments, Trevor worked at TRANSAMERICA FINANCIAL ADVISORS, INC. and WORLD GROUP SECURITIES, INC. Trevor holds Series 6, 63, 65 and 26 licenses and specializes in providing investment advice to individuals, families, and businesses. Trevor is committed to helping his clients reach 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.
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.
Analytical services.
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
UT
05/03/2022 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
CA
01/06/2012 - 02/26/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)
CA
12/06/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (PLEASANTON CA)
FL
12/20/2006 - 07/11/2007
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 06/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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