Trevor Harrelson
Trevor Harrelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 26 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
12610 New Brittany Boulevard, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
Regulatory
August 2012Other Business ActivitiesSells Insurance
Trevor is a board member for a condominium association and owns rental property. He also owns several companies including a holding company contracted with Securian Financial Services, a financial services company, a continuing education academy, a business management consulting firm that offers health and fixed insurance products, and a real estate company. Trevor spends about a quarter of his time on OMNI Financial Services of Lee County, Inc. and a few hours per week on Harrelson Holdings, Inc. and OMNI Resource Group of SW Florida, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations35 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.