linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor John Cobb

Avantia

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 John Cobb

Trevor Cobb is an investment advisor representative with Avantia. Trevor has been in the industry since 2009 and has a wide range of experience in the financial services industry. Trevor has worked for several prominent firms including Goldman Sachs & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Trevor specializes in providing financial consulting services and portfolio management for individuals. Trevor is registered with the state of Washington.

Firm Information

Trevor Cobb is currently registered with Avantia. Avantia is a registered investment advisor with 105,599,021 in regulatory assets under management. The firm provides financial consulting services, as well as portfolio management for individuals. Avantia has 28 accounts and serves high-net-worth individuals and individuals other than high-net-worth.

$105.60M

Assets Under Management

28

Total Clients

3

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting services

Financial consulting services

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

percentage of assets

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

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 Cobb’s Registration & Firm History

WA

05/01/2020 - Present

Avantia (SEATTLE WA)

WA

11/10/2015 - 04/28/2020

GOLDMAN SACHS & CO. LLC (SEATTLE WA)

WA

06/27/2013 - 10/30/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

WA

09/21/2009 - 03/20/2013

J.P. MORGAN SECURITIES LLC (SEATTLE WA)

Not sure if Trevor John Cobb is right for you?

Licenses & Designations

IA

Issued 09/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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