Trevor Bennett
Trevor Bennett is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is the co-CEO of TradeWorks AI, focusing on product development, management, administration, marketing, and sales. He spends a few hours per week on this business, with minimal time during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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