Trevor Lee Gordon
Professional Summary
Trevor Lee Gordon was a registered financial advisor. Trevor was a previously registered financial professional and started their career in finance 1997 - 2020. Trevor had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BOON CAPITAL ADVISORS | WMS FINANCIAL PLANNERS INC | THE SHERER GROUP | TELLURIDE WEALTH MANAGEMENT | SPECIALIZED WEALTH MANAGEMENT | SANDLAPPER WEALTH MANAGEMENT, LLC | PLUSPOINT ADVISORS | LKB FINANCIAL, L.L.C. | KKIM FINANCIAL | KALA ADVISORS, LLC | IREXA FINANCIAL SERVICES/ WEALTH STRATEGIES | INVESTORS COACH | INNOVATIVE INVESTMENT MANAGEMENT | HYPERION WEALTH MANAGEMENT, LLC | HYDE PARK WEALTH MANAGEMENT | GREENE DIRECTIONS LLC | GCA SECURITIES, L.L.C. | COLONY PARK FINANCIAL SERVICES LLC. | COLONY PARK FINANCIAL SERVICES LLC | CAROLINA FINANCIAL | BUFFALO TRACE FINANCIAL GROUP | BRIDGE VALLEY FINANCIAL
Contact Information
Main Address
406 N. Pleasantburg Dr, Greenville, SC 29607Established
Georgia since 06/27/1996Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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