Trever S. Mcintyre
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Trever Scott Mcintyre, who also goes by Trevor Scott Mcintyre, was a registered financial professional .
Trever is a previously registered financial professional and started their career in finance in 2012. Trever had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 22, 2018 - December 31, 2018
LEGACY PLANNING GROUP
December 22, 2017 - August 1, 2018
GROVE POINT INVESTMENTS, LLC
February 23, 2017 - December 1, 2017
GENEOS WEALTH MANAGEMENT, INC.
February 9, 2017 - December 1, 2017
GENEOS WEALTH MANAGEMENT, INC.
January 30, 2017 - February 23, 2017
LONE PEAK CAPITAL MANAGEMENT, LLC
June 2, 2016 - February 23, 2017
LEGACY PLANNING GROUP
March 18, 2016 - February 15, 2017
GROVE POINT INVESTMENTS, LLC
October 28, 2013 - February 17, 2016
NATIONAL PLANNING CORPORATION
November 30, 2012 - November 13, 2013
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
LEGACY PLANNING GROUP
CRD#: 145130 / SEC#: 801-70073
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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