Trevor A. Lyke
Professional summary
Trevor Allen Lyke JD, ChFC®, CLU®, who also goes by Trevor Allen Lyke, is a registered financial advisor currently at LYKE FINANCIAL located in Canton, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Canton, Ohio.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Trevor has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Allen Lyke JD's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2010 - Present
LYKE FINANCIAL
Office #1: 4017 Whipple Avenue Nw, Canton, OH 44718May 8, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4017 Whipple Avenue Nw, Canton, OH 44720July 2, 2012 - November 8, 2013
SAFEGUARD SECURITIES, INC.
April 11, 2006 - November 11, 2011
THE TAVENNER COMPANY
March 5, 2004 - April 13, 2006
WOODBURY FINANCIAL SERVICES, INC.
August 16, 1996 - March 10, 2004
OGILVIE SECURITY ADVISORS CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2024)
(10/13/2010)
(5/8/2014)
(7/11/2014)
(1/12/2021)
(7/11/2014)
Exams
Series 7TO
Date: 2/7/2020
General Securities Representative ExaminationFINRA
Current Firm
LYKE FINANCIAL
CRD#: 154199 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 94,215,978 |
Red Flags
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