linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Colbert

Prospera Financial Services, Inc.

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

About Trevor Colbert

Trevor Colbert is an investment advisor representative at Prospera Financial Services, Inc.. Trevor is a licensed investment advisor in Louisiana and Texas and holds Series 66, Series 7TO and SIE securities licenses. Trevor has been active in the financial industry since 2024. Prior to joining Prospera Financial Services, Trevor has worked as a financial advisor at New York Life and Next-Tier Concepts.

Firm Information

Trevor Colbert is currently registered with Prospera Financial Services, Inc.. Prospera Financial Services, Inc. is a corporation headquartered in Dallas, Texas. Founded in 1982, the firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. With over 150 licensed agents and investment advisor representatives, Prospera manages over $9.8 billion in regulatory assets. The firm is registered with the SEC and in all 50 states.
Prospera Financial Services, Inc.

5429 LBJ FREEWAY

DALLAS, TX 75240

$9.81B

Assets Under Management

8

Total Clients

235

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Percentage of assets under review

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.

Trevor Colbert’s Registration & Firm History

LA

08/30/2024 - Present

Prospera Financial Services, Inc. (Mandeville LA)

Not sure if Trevor Colbert is right for you?

Licenses & Designations

BOTH

Issued 08/24/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/31/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Colbert.
Not sure if Trevor Colbert is right for you?