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Trevis Gillow

32 Years of Experience
Traverse City, MI
Broker

Trevis Gillow is a registered investment advisor at Raymond James & Associates, INC., based in Traverse City, MI, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

315 N. Division St., Suite 220, Traverse City, MI, 49684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Trevis is a finance committee member for the Father Fred Foundation, a non-profit organization, dedicating minimal time. He is also a partner in JACER Properties LLC, a rental real estate business, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2006 - Present · 19 yrs 6 mos
Raymond James & Associates, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
Prudential Securities IncorporatedBroker
January 1994 - August 2000 · 6 yrs 7 mos
State Registrations22 states
AZCACODCDEFLIAILINKYMAMINCOHORPASCTNTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Trevis Gillow - Financial Advisor | TrueAdvisor