Unclaimed
Trevor Downing Bright is a financial advisor with Charles Schwab & CO., Inc. based in Campbell, CA. Trevor has been in the financial services industry since 2003. Trevor has experience working with individuals and families on their financial goals. Trevor holds Series 66, SIE, and Series 7 licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
04/02/2020 - Present
Charles Schwab & CO., Inc. (Campbell CA)
CA
09/29/2016 - 03/25/2020
LPL FINANCIAL LLC (SUNNYVALE CA)
CA
09/06/2006 - 10/06/2016
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
NY
10/16/2000 - 10/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Trevor Bright is the right advisor for you? Invested Better is here to help.