Trevor Whitson is a registered investment advisor, based in Charlotte, NC, with 25 years of industry experience.
Location
Charlotte, NC
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2024 - Present · 2 yrs 7 mos
Truist Investment Services, INC.
February 2024 - Present · 2 yrs 7 mos
Truist Investment Services, INC.Broker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Grove Point Investments, LLCBroker
August 2022 - December 2023 · 1 yr 4 mos
Grove Point Advisors, LLC
August 2022 - December 2023 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
August 2019 - May 2022 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2019 - May 2022 · 3 yrs
LPL Financial LLCBroker
January 2011 - March 2019 · 8 yrs 2 mos
Uvest Financial Services Group, INC.Broker
May 2006 - January 2011 · 4 yrs 8 mos
E*trade Securities LLCBroker
January 2006 - March 2006 · 2 mos
Harrisdirect LLCBroker
November 1999 - December 2005 · 6 yrs 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.