linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Mason Bunn

Lord, Abbett & Co. LLC

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 Mason Bunn

Trevor Mason Bunn is a financial advisor registered with Lord, Abbett & Co. LLC. Trevor has been in the industry since 2020 and has a Series 66, Series 7TO, and SIE license. Trevor's experience includes previous employment at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Trevor specializes in investment management services and has extensive experience working with individuals, corporations, pooled investment vehicles, and investment companies.

Firm Information

Trevor Bunn is currently registered with Lord, Abbett & Co. LLC. Lord, Abbett & Co. LLC is an investment advisor headquartered in JERSEY CITY, NJ. The firm has 302 registered representatives and 188 employees who perform investment advisory functions. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers impersonal investment advisory services. Lord, Abbett & Co. LLC manages $238,757,080,041 in regulatory assets under management. The firm's website addresses are HTTPS://WWW.LORDABBETT.COM, HTTPS://WWW.TWITTER.COM/LORDABBETT, HTTPS://WWW.YOUTUBE.COM/USER/LORDABBETTCO, HTTPS://WWW.GLASSDOOR.COM/OVERVIEW/WORKING-AT-LORD-ABBETT-AND-CO-EI_IE151331.11,29.HTM, HTTPS://WWW.INSTAGRAM.COM/LORDABBETT/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/LORD-ABBETT-&-CO-LLC/.
Lord, Abbett & Co. LLC

30 HUDSON STREET

JERSEY CITY, NJ 07302-4804

$238.76B

Assets Under Management

Not reported

Total Clients

172

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

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

impersonal investment advisory services

Impersonal investment advisory 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

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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 Bunn’s Registration & Firm History

NJ

02/03/2023 - Present

Lord, Abbett & Co. LLC (JERSEY CITY NJ)

IL

09/16/2020 - 02/09/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

Not sure if Trevor Mason Bunn is right for you?

Licenses & Designations

BOTH

Issued 10/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Mason Bunn.
Not sure if Trevor Mason Bunn is right for you?