Trevor Harkness is a CFP-designated registered investment advisor, based in Ponte Vedra Beach, FL, with 30 years of industry experience.
Location
236 Ponte Vedra Park Dr #101, Ponte Vedra Beach, FL, 32082
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trevor is involved in several business activities, including consulting and insurance through Montoya Benefits Group/WMTHCS (taking about a quarter of his time), investment advisory services through Kestra Advisory Services (up to full-time), real estate as a general partner (minimal time), insurance as a shareholder/partner at BKS-Partners (about 10-20% of his time), retirement plan services at BKS Retirement (about a quarter of his time), registered rep activities as President/CEO of BRP Securities, LLC (minimal time), and insurance as a Producer at The Baldwin Group (minimal time). He advises on life, disability, and long-term care insurance, and provides employee benefits consulting.
Employment History
Current Registrations
The Baldwin Group Securities, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Vtr Capital, INC.Broker
Rickel & Associates, INC.Broker
State Registrations23 states
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