Ernest Trevino is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 27 years of industry experience. Ernest is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
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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.
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Ernest has 100% ownership of Mission Asset Advisors LLC since 2022 and spends full-time hours on it. He is also a trustee for Mission Asset Advisors 401k since 2023, dedicating full-time hours to this as well.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
State Registrations33 states
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
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