Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Louis Talbot is a financial advisor who has been in the industry since May 2003. Trevor is currently registered with LPL Financial LLC in Thibodaux, Louisiana. Trevor is also registered with the state of Texas as a resident advisor. Trevor has previously worked for Chase Investment Services Corp., Banc One Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Trevor has passed the Series 66, Series 7, and SIE exams. Trevor has a total of 8 approved state registrations including Louisiana, Colorado, Florida, Mississippi, Missouri, and Texas. Trevor has a total of 2 approved IA registrations including Louisiana and Texas. Trevor specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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.
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2
LA
06/04/2007 - Present
LPL Financial LLC (THIBODAUX LA)
IL
07/06/2005 - 04/06/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/12/2003 - 02/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/12/2003 - 02/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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