Trevor Burlison
Trevor Burlison is a CFP-designated registered investment advisor at Raymond James Investment Management, based in Canton, GA, with 9 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 5 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Raymond James Investment Management (RJIM) manages investments through various strategies. Fees for the Carillon PRISM Quality Factor strategy range from 0.25% to 0.50% of the portfolio's value per year, calculated quarterly. RJIM also manages hedge funds and mutual funds, with fees detailed in their respective offering documents and prospectuses. RJIM employees may invest in the Carillon PRISM Quality Factor investment strategy at a discounted fee or without charge.
Location
Canton, GA
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 →Employment History
Current Registrations
Raymond James Investment Management
Carillon Fund Distributors, INC.Broker
Carillon Fund Distributors, INC.
Previous Registrations
Grant Williams L.P.Broker
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Longboard Asset Management
State Registrations1 state
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
More Advisors
- Kipp Reck, CFAEmpower Advisory Group, LLC
- Steven Gammage, CFAWindward Partners, L.L.C.
- David Barfield, CFPDatapoint Financial Planning, LLC
- Robert Frank, CFPAtlas Investment Advisory LLC
- Curtis Turner, ChFCLifemark Securities CORP.
- Samuel Barbre, ChFCState Farm Investment Management CORP.