Trevor Pickett (CRD# 7328756) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Webster, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Velonix Wealth | Webster, TX | Apr 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Webster, TX | May 2022 - Current | 2 |
| Raymond James Financial Services | Webster, TX | Feb 2021 - Current | 3 |
| Pinebrook Wealth Strategies | Webster, TX | Feb 2021 - Apr 2024 | 3 |
| T-mobile | Webster, TX | Jul 2017 - Apr 2021 | 3 |
| Unemployed | Friendswood, TX | Aug 2016 - Jul 2017 | < 1 |
| Schliterbahn | Galveston, TX | Jun 2016 - Aug 2016 | < 1 |
| Cheddars | Webster, TX | Feb 2016 - May 2016 | < 1 |
| College Of The Mainland | Texas City, TX | Aug 2014 - May 2016 | 1 |
| Journeys | Friendswood, TX | Dec 2015 - Feb 2016 | < 1 |
| Unemployed | Texas City, TX | Dec 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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