Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Glenn is a financial advisor with LPL Financial LLC. Trevor has been in the financial services industry for over 18 years and has experience in both investment advisory and brokerage services. Trevor has passed the Series 63, Series 66, and Series 7 exams and holds a SIE designation. Trevor's previous experience includes roles at Crown Capital Securities, L.P., Quest Securities, Inc., and Princor Financial Services Corporation. Trevor is registered to provide financial advice and securities brokerage in the states of Arizona, California, Maryland, Missouri, Nevada, Oregon, and Washington. In addition to his advisory services, Trevor also works with Paradigm Mortgage Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/17/2024 - Present
LPL Financial LLC (ELK GROVE CA)
CA
02/09/2017 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (Elk Grove CA)
CA
12/02/2008 - 02/09/2017
QUEST SECURITIES, INC. (ELK GROVE CA)
CA
03/14/2006 - 12/02/2008
PRINCOR FINANCIAL SERVICES CORPORATION (ELK GROVE CA)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Glenn is the right advisor for you? Invested Better is here to help.
