Trevor Knudtson
Trevor Knudtson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Ogden, UT, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
952 Chambers Street, Suite #3, South Ogden, UT, 84403
Get directionsHistory
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 Activities
Trevor is an associate/employee of McGarry Retirement Advisory Group and McGarry Retirement Solutions, LLC, both support companies. He spends about half his time on these activities, which include marketing services and receiving income.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Lefavi Wealth Management
Bruce A. Lefavi Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations14 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.