Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor P. Durham is a registered Investment Advisor Representative with Charles Schwab Investment Management, Inc. Trevor has been in the financial industry since 2015 and holds a Series 65 license. Trevor specializes in working with high net worth individuals, corporations or other businesses, investment companies, pooled investment vehicles, pension and profit-sharing plans, 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Costs
1
2
CA
04/06/2022 - Present
Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Trevor Durham is the right advisor for you? Invested Better is here to help.
