Trevor Marston
Trevor Marston is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 2 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
11400 SE 8th Street, #260, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is an associate/employee at Mainspring Wealth Advisors, LLC, assisting with client plans, CRM activities, and investment activities. This takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 states
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