ADVISOR BIO

Trevor Lawrence Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Newport Beach, CA. Trevor has been in the financial services industry since 2012 and holds the Series 63, Series 7TO, and SIE licenses. Trevor is also a Certified Financial Planner. Trevor has experience working with various types of clients including high net worth individuals, corporations, and pension plans. Trevor provides services such as financial planning, portfolio management, and retirement planning. Trevor can be reached at Raymond James Financial Services Advisors, Inc. at 160 Newport Center Drive, Suite 210, Newport Beach, CA 92660-6912.

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ADVISOR BIO

Trevor Paul Shephard is a registered representative with Morgan Stanley in San Jose, CA. Trevor is a highly experienced advisor with a strong track record of success in the financial services industry. Trevor has been in the industry since 2015 and has a comprehensive understanding of the financial markets. Trevor is dedicated to providing personalized investment advice and financial planning services to help clients achieve their financial goals.

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ADVISOR BIO

Trevor Lawrence McGhie is an investment advisor representative with Verity Asset Management. Trevor is licensed in California and Texas. Trevor holds the Series 65 and SIE exams and has experience in insurance sales and annuity products. Trevor has been in the financial industry since June 2018. In addition to working as an advisor representative for Verity Asset Management, Trevor also works as a teacher's pension and insurance agent for Teacher's Pension and Insurance Services, Inc. and as an insurance agent for IMP Financial Services.

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ADVISOR BIO

Trevor Val Pitzak is a registered investment advisor representative at J.p. Morgan Securities LLC. Trevor has been in the industry since 2012 and has a Series 6, 7TO, 63, and 66 license. Trevor has experience working with individual investors, corporations, high-net-worth individuals, insurance companies, labor unions, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Trevor Legg is a registered representative with J.P. Morgan Securities LLC. Trevor is a Series 63 and 6TO licensed advisor. Trevor has been active in the industry for a short time and is based in Santa Cruz, CA.

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Trevor Lowe is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2020. Trevor has a Series 7, Series 63 and SIE licenses. Trevor has worked at Thrivent Investment Management Inc. in the past. Trevor's branch office is located in Encino, California.

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ADVISOR BIO

Trevor Cornett is an Investment Advisor Representative with Assetmark, Inc. Trevor has been in the industry since April 2019. Prior to joining Assetmark, Trevor worked at Stifel, Nicolaus & Company, Incorporated and Edward Jones. Trevor holds the Series 66, Series 7TO, and SIE licenses. Trevor is registered in Illinois.

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ADVISOR BIO

Trevor Tilden Cummings is a financial advisor with Hightower Advisors, LLC. Trevor has been in the industry since January 2014 and has a Series 7, Series 66 and SIE. Trevor is a Certified Financial Planner and offers financial planning services to individuals, businesses, and retirement plans. Trevor previously worked at Morgan Stanley.

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Trevor Moore Johnson is a financial advisor with LPL Financial LLC. Trevor has been in the industry since 1994 and is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Utah, and Washington. Trevor has a variety of experience with different financial products, services, and client types. Trevor's past employment includes working with CUSO Financial Services, L.P. and Cetera Investment Services LLC.

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ADVISOR BIO

Trevor Jackson is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Trevor has been in the financial services industry since 2019. Trevor is licensed to provide securities and investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Maine, Nevada, New York, Ohio, Oregon, Pennsylvania, Washington, and Wyoming.

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