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Trevor Howard

26 Years of Experience
Leawood, KS
Broker

Trevor Howard is a registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 26 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

11551 Ash Street, Suite 250, Leawood, KS, 66211

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
August 2014 - March 2023 · 8 yrs 7 mos
Oppenheimer & CO. INC.Broker
August 2014 - March 2023 · 8 yrs 7 mos
UBS Financial Services INC.Broker
March 2007 - September 2014 · 7 yrs 6 mos
UBS Financial Services INC.
March 2007 - September 2014 · 7 yrs 6 mos
Morgan Stanley
August 2000 - March 2007 · 6 yrs 7 mos
Morgan Stanley Dw INC.Broker
June 1999 - March 2007 · 7 yrs 9 mos
State Registrations27 states
ALARAZCACOFLIAILKSMAMDMIMNMOMSNCNENMNVOKORSCTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Trevor Howard - Financial Advisor | TrueAdvisor