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Trevor Hanson

19 Years of Experience
Salt Lake City, UT
BrokerSells Insurance

Trevor Hanson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1371 East 2100 South, Suite 100, Salt Lake City, UT, 84105

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History

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.

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Other Business ActivitiesSells Insurance

Trevor is an independent contractor for Bighorn Financial LLC, owner/proprietor of Hanson Real Estate Investments LLC, and has a support role at Kodiak Financial Partners LLC. Trevor is also an agent for Securian Life, conducting life insurance business for his clients.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLCBroker
November 2015 - July 2024 · 8 yrs 8 mos
LPL Financial LLC
November 2015 - July 2024 · 8 yrs 8 mos
Key Investment Services LLC
March 2011 - November 2015 · 4 yrs 8 mos
Key Investment Services LLCBroker
March 2011 - November 2015 · 4 yrs 8 mos
Wells Fargo Advisors, LLC
January 2011 - March 2011 · 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2011 · 2 mos
Wells Fargo Investments, LLC
September 2010 - January 2011 · 4 mos
Wells Fargo Investments, LLCBroker
September 2010 - January 2011 · 4 mos
Key Investment Services LLC
May 2010 - September 2010 · 4 mos
Key Investment Services LLCBroker
May 2008 - September 2010 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
December 2006 - April 2008 · 1 yr 4 mos
State Registrations17 states
ARAZCACODCFLIDMTNHNMNVNYORTXUTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Trevor Hanson - Financial Advisor | TrueAdvisor