Trevor Cole is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Burbank, CA, with 22 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
290 E Verdugo Ave Ste 205, Burbank, CA, 91502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor works as an Investment Advisory Representative for CTA Wealth Advisors, Inc. since 2006, providing financial planning and asset management services. This takes about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cta Wealth Advisors, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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