TH
Trevor W. Harrelson
CETERA INVESTMENT ADVISERS LLC
Fort Myers, FL 33907
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CRD#: 3251143
TH
Professional summary
Trevor Wayne Harrelson is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Myers, Florida and CETERA WEALTH SERVICES, LLC located in Orlando, Florida.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Trevor has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) 3708 SWANN PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION POSITION: Member NATURE: Board Member INVESTMENT RELATED:No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: , Tampa FL , United States DESCRIPTION:Member 2) TWH COMMERCIAL HOLDINGS POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1SECURITIES TRADING HOURS: 0 START DATE: 01/20/2015 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: TWH Commercial Holdings owns an office building in Tampa. FL. OMNI Financial Services leases the building to use for it's local operations. 3) HARRELSON HOLDINGS, INC. POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OFHOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2004 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: Harrelson Holdings is my entity that is contracted with Securian Financial Services/Minnesota Life. It is a holding company that does not have operations with the public. Harrelson Holdings owns OMNI Financial Services, which is our operating company. 3) NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES OF LEE COUNTY, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2001; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) THE CONTINUING EDUCATION ACADEMY, LLCPOSITION: Owner NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE:01/01/2005 ADDRESS: 12610 New Brittany Blvd, Ft Myers FL 33907, United States DESCRIPTION: This company teaches continuing education classes for individuals who have contractor's licenses. 5) OMNI RESOURCE GROUP OF SW FLORIDA, LLC POSITION: Owner NATURE: Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2001 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: This company offers business management consulting services, health insurance and other fixed insurance products not offered through Securian. I am the owner of the company. 6) OMNI REAL ESTATE INVESTMENT SERVICES,LLC POSITION: Owner NATURE: Realtor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE:06/01/2005 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: This company may occasionally sell homes or business entities. I am the owner of the business.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Wayne Harrelson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12610 New Brittany Boulevard, Fort Myers, FL 33907Office #2: 3708 West Swann Avenue Suite 103, Tampa, FL 33609RIA
CRD#: 105644
Fort Myers, FL
Current
June 23, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1615 Edgewater Drive Suite 150, Orlando, FL 32804Office #2: 3708 West Swann Avenue Suite 103, Tampa, FL 33609Office #3: 12610 New Brittany Blvd, Fort Myers, FL 33907BD
CRD#: 13572
Orlando, FL
Past
March 28, 2002 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
FORT MYERS, FL
Past
August 14, 1999 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
FORT MYERS, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/10/2023)
RR
Arizona(8/10/2023)
RR
California(8/10/2023)
RR
Colorado(8/10/2023)
RR
Delaware(7/28/2025)
RR
District of Columbia(8/10/2023)
RR
Florida(6/26/2023)
IAR
Florida(7/13/2023)
RR
Georgia(8/10/2023)
RR
Hawaii(8/10/2023)
RR
Illinois(8/10/2023)
RR
Indiana(8/10/2023)
RR
Kansas(8/10/2023)
RR
Kentucky(8/10/2023)
RR
Louisiana(8/10/2023)
RR
Maryland(8/10/2023)
RR
Massachusetts(8/10/2023)
RR
Michigan(8/10/2023)
RR
Minnesota(8/10/2023)
RR
Mississippi(8/10/2023)
RR
Missouri(8/10/2023)
RR
Nevada(8/10/2023)
RR
New Jersey(8/10/2023)
RR
New Mexico(8/10/2023)
RR
New York(8/10/2023)
RR
North Carolina(8/10/2023)
RR
Ohio(8/10/2023)
RR
Pennsylvania(8/10/2023)
RR
South Carolina(8/10/2023)
RR
Tennessee(11/14/2023)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Vermont(8/10/2023)
RR
Virginia(8/10/2023)
RR
Washington(8/10/2023)
RR
West Virginia(8/10/2023)
RR
Wisconsin(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Myers, FL 33907TRUST BUT VERIFY
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