Trevor Schwartz
Trevor Schwartz is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 3 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
13 Corporate Plaza Drive, Suite 100, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is the CEO and President of Lightower Wealth Management, a Scorp created for his practice, spending minimal time on it. He also works as an independent contractor for Newport Beach Wealth Management, dedicating about half of his time to financial planning, investment management, and operations.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Alpha Cubed Investments, LLC
State Registrations1 state
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