linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Quang khai Ngo

Gallagher Fiduciary Advisors, 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 Quang khai Ngo

Trevor Ngo is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Trevor has been in the financial services industry since 2016 and has a combined 7 years of experience. Trevor has a Series 7, Series 66 and SIE licenses. Trevor has been registered with Gallagher Fiduciary Advisors, LLC since April 2022. Before joining Gallagher Fiduciary Advisors, LLC, Trevor worked at TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. Trevor provides financial planning and investment management services to individuals, families, and businesses. Trevor specializes in retirement planning, college savings, and estate planning.

Firm Information

Trevor Ngo is currently registered with Gallagher Fiduciary Advisors, LLC. Gallagher Fiduciary Advisors, LLC is an investment advisory firm based in Rolling Meadows, IL. With over 160 employees, the firm provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage over $10 billion in assets for a diverse clientele including individuals, corporations, pension plans, and other institutions.
Gallagher Fiduciary Advisors, LLC

2850 GOLF ROAD

ROLLING MEADOWS, IL 60008

$10.24B

Assets Under Management

1,900

Total Clients

103

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your 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

see schedule d misc. for explanation

See schedule d misc. for explanation

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 Ngo’s Registration & Firm History

CA

04/22/2022 - Present

Gallagher Fiduciary Advisors, LLC (Irvine CA)

CA

03/30/2022 - 08/23/2024

TRIAD ADVISORS LLC (Irvine CA)

CA

09/07/2016 - 03/31/2022

KESTRA INVESTMENT SERVICES, LLC (IRVINE CA)

Not sure if Trevor Quang khai Ngo is right for you?

Licenses & Designations

BOTH

Issued 05/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Quang khai Ngo.
Not sure if Trevor Quang khai Ngo is right for you?