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 Wade is a registered representative with Morgan Stanley. Trevor has been in the securities industry since November 2021. Trevor is currently registered in California and Texas. Trevor has passed the Series 7TO, Series 66, and SIE exams. Trevor is also a licensed investment advisor representative (IAR) in California and Texas. Trevor has a Bachelor of Arts degree in Economics from the University of Washington. Trevor is an active member of the Seattle community and is involved in several charitable organizations.

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ADVISOR BIO

Trevor Bych is an investment advisor representative with MMA Securities LLC. Trevor is registered with the state of California. Trevor has over 1 year of experience in the financial services industry. Trevor is a Series 65 and Series 6TO licensed professional. Trevor has experience working with clients in the retirement planning space.

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ADVISOR BIO

Trevor Glenn is a financial advisor with LPL Financial LLC. Trevor has been in the financial services industry for over 18 years and has experience in both investment advisory and brokerage services. Trevor has passed the Series 63, Series 66, and Series 7 exams and holds a SIE designation. Trevor's previous experience includes roles at Crown Capital Securities, L.P., Quest Securities, Inc., and Princor Financial Services Corporation. Trevor is registered to provide financial advice and securities brokerage in the states of Arizona, California, Maryland, Missouri, Nevada, Oregon, and Washington. In addition to his advisory services, Trevor also works with Paradigm Mortgage Corporation.

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ADVISOR BIO

Trevor Keith Driscoll is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 billion - $10 billion in assets under management. Trevor has been in the financial services industry since 2019. He has a Series 7TO, Series 63 and SIE licenses. Prior to joining Ameriprise Financial Services, LLC, Trevor was with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Trevor specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Trevor 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.

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Trevor Ryan Plant is a financial advisor with Morgan Stanley, registered in California and Texas. Trevor Plant has been in the financial services industry since December 2018. Trevor Plant holds the Series 66, Series 7TO, and SIE licenses. Trevor Plant offers financial planning, portfolio management for individuals, businesses and investment companies, and asset allocation advice.

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ADVISOR BIO

Trevor Kamp Lattin is a financial advisor with Lion Street Advisors, LLC. Trevor is a registered representative in California and an Investment Advisor Representative in California. Trevor has been in the financial services industry for over 17 years. Trevor is also a consultant for Trifecta Advisors and a board member for Last Race Ranch. Trevor is committed to helping clients reach their financial goals.

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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 Christiansen is a registered investment advisor representative associated with Sanctuary Advisors, LLC, a firm based in Indianapolis, Indiana. Trevor holds licenses in both California and Texas. Trevor has worked in the financial industry since December 2022 and has experience with Sanctuary Securities, Inc. as well as Frank Rimerman & Co. Trevor has passed the Series 66, Series 7TO, and SIE exams.

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