How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Trevor

ADVISOR PROFILE

AS OF 02/02/2015, IS A TAX PREPARER FOR MARLYN JONES, CPA, WHO IS A TRUSTED ADVISOR WITH Equitable ADVISORS. MARLYN JONES, LLC - 14406 SOMMERVILLE COURT, MIDLOTHIAN, VA 23113. 80HRS/MONTH. www.jracftax.com for tax preparation services. clients send secure tax documents through the website's portal login. LANDLORD OF 4409 E HERITAGE WOODS CT MIDLOTHIAN, VA 23112; COMPENSATION $16800. ACCOUNT TITLED "HERITAGE WOODS HOUSE" WITH WELLS FARGO. TREVOR ROBERTS IS THE SIGNATOR ON THE BANK ACCOUNT SINCE THIS IS HIS PERSONAL ACCOUNT. RULING ELDER Board member/officer/director SYCAMORE PRESBYTERIAN CHURCH 510 COALFIELD ROAD MIDLOTHIAN, VA 23114 Monthly Session meetings to review and serve the spiritual needs of the congregation, and undertake new initiatives for the church that enhance the congregation's growth and worship of Jesus Christ. Regular visits to congregants for prayer, encouragement and shepherding. Serving communion and performing corporate prayers each month during Sunday worship service START DATE 07/01/2017 15 hours per month 0 compensation Jones & Roberts Financial

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Trevor Tye Roberts

Experience: 18 years / 2 firms

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