Trevor W. Turner

CBIZ INVESTMENT ADVISORY SERVICES

Phoenix, AZ 85016

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CRD#: 4327921

Professional summary

Trevor Wade Turner is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Phoenix, Arizona.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Trevor has worked at 12 firms and has passed the Series 65, Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Wade Turner's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 12, 2024 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 4722 North 24th Street Suite 300, Phoenix, AZ 85016

RIA

CRD#: 286002

Phoenix, AZ

Past

March 22, 2021 - March 15, 2022

FORUSALL

RIA

CRD#: 167241

Scottsdale, AZ

Past

February 8, 2019 - October 8, 2019

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

March 7, 2018 - December 20, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SCOTTSDALE, AZ

Past

December 22, 2015 - December 17, 2016

SUNSTREET SECURITIES, LLC

CRD#: 143211

AVONDALE, AZ

Past

January 2, 2013 - December 13, 2013

MML DISTRIBUTORS, LLC

CRD#: 38030

SPRINGFIELD, MA

Past

February 25, 2011 - January 2, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

HARTFORD, CT

Past

June 11, 2010 - February 25, 2011

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

PHOENIX, AZ

Past

July 16, 2008 - June 11, 2010

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

PHOENIX, AZ

Past

July 13, 2006 - June 18, 2008

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

PHOENIX, AZ

Past

November 3, 2004 - November 8, 2005

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

April 24, 2001 - November 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 23, 2001 - March 12, 2001

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 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.

Highlighted states indicate IAR registrations

IAR

Arizona
(12/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2001

General Securities Representative Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Trevor W. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Wade Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUSALL

AMERITAS INVESTMENT COMPANY, LLC

WELLS FARGO CLEARING SERVICES, LLC

SUNSTREET SECURITIES, LLC

MML DISTRIBUTORS, LLC

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

VOYA FINANCIAL PARTNERS, LLC

QUEST CAPITAL STRATEGIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2021

Series 66

Date: 5/29/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2001

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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