Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Byron Harris is a registered Investment Advisor Representative in Texas. Trevor is currently employed with Arkos Global Advisors, LLC and has been since June 2020. Trevor has one state exam which is the Uniform Investment Adviser Law Examination (Series 65). Trevor has previously worked at Archetype Wealth Partners, LLC, Micah Project, Memorial Drive Presbyterian Church, and Wilson Company. Trevor specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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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TX
06/23/2020 - Present
Arkos Global Advisors, LLC (HOUSTON TX)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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