Trevor Davis
Trevor Davis is a registered investment advisor at LPL Financial LLC, based in Columbia, IL, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1000 Eleven S, Ste 3D, Columbia, IL, 62236
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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 ActivitiesSells Insurance
Trevor is an agent selling non-variable insurance, dedicating minimal time to it. He also provides investment advisory services through Cornerstone Wealth Management LLC and Triada Advisors, spending about 10-20% of his time on each. Finally, Trevor coaches at Gibault Catholic High School, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations39 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.