Unclaimed
Trevor Martin is an investment advisor representative registered with RPS Retirement Plan Advisors in Austin, Texas. Trevor is also registered as an investment advisor representative in Texas. Trevor has a Series 65 license and a SIE license. Trevor has been in the industry since 2015. Trevor has worked for several firms, including Sutton Family Farms, City of Belleville, Lambert Vet Supply, Creighton University, State of Kansas, Kansas State University, Republic County High School, Keen Wealth Advisors, and Republic County Junior High School. Trevor's firm, RPS Retirement Plan Advisors, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm specializes in providing retirement plan advisory services to individuals and businesses. They provide advisory services to individuals, businesses, and pension and profit-sharing plans. The firm manages over $443 million in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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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TX
08/21/2024 - Present
RPS Retirement Plan Advisors (AUSTIN TX)
IA
Issued 08/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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