Trevin Panaia
Trevin Panaia is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 Witmer Rd Ste 140, Horsham, PA, 19044-2648
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trevin is involved in several outside business activities, including speaking at financial aid seminars, working as a life insurance broker, and owning rental properties. He also works as an insurance producer for Highland Capital and 1847 Financial Group/Penn Mutual, selling life insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pillar Wealth Advisors, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management CompanyBroker
State Registrations17 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.