Trevor Smith
Trevor Smith is a registered investment advisor at LPL Financial LLC, based in Cleveland, TN, with 24 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
3870 Keith Street Nw, Cleveland, TN, 37312
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business ActivitiesSells Insurance
Trevor is compensated from investment-related sales of insurance, annuities, and advisory services through the firm and its affiliated entities. These entities include FTB Insurance Services Inc. and First Horizon Insurance Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward JonesBroker
Edward JonesBroker
State Registrations9 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.