Trevor Wilde
Trevor Wilde is a registered investment advisor at Cetera Investment Advisers LLC, based in Sedona, AZ, with 25 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
6486 Highway 179 Ste. 111, Sedona, AZ, 86351
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Trevor is involved in a wide array of business activities, including Wilde Wealth Management (financial services and seminars), real estate holding companies, and charitable organizations. He also sells property and casualty insurance, and refers clients to health insurance and payroll services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Washington Square Securities, INC.Broker
State Registrations49 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.