Trevor E. Chambers

OLDE RALEIGH FINANCIAL GROUP

RALEIGH, NC 27612

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CRD#: 6448716

Professional summary

Trevor Edward Chambers is a registered financial advisor currently at OLDE RALEIGH FINANCIAL GROUP located in Raleigh, North Carolina.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Trevor has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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)AMI, INC. SUPPORT COMPANY/DBA (NON-OWNER). NOT INVESTMENT RELATED. RALEIGH, NC. STARTED:01/2015. 200 HRS PER MONTH, 140 DURING TRADING HRS. ADVISOR. 2) ROTARY CLUB OF THE CAPITAL CITY: PRESIDENT ELECT FOR 2024, MEMBER SINCE 01/2016. NOT INVESTMENT RELATED. TIME SPENT 6 HRS/MONTH, 1 HR/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Edward Chambers'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

July 9, 2026 - Present

OLDE RALEIGH FINANCIAL GROUP

Office #1: 3110 Edwards Mill Road Suite 340, Raleigh, NC 27612

RIA

CRD#: 342848

RALEIGH, NC

Past

October 2, 2017 - July 16, 2026

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

RALEIGH, NC

Past

July 14, 2015 - October 5, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

RALEIGH, NC

Past

May 27, 2015 - October 5, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

RALEIGH, NC

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

North Carolina
(7/9/2026)

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 66

Date: 7/8/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/27/2015

General Securities Representative Examination

Current Firm

OLDE RALEIGH FINANCIAL GROUP

AMI ENTERPRISES INC. | OLDE RALEIGH FINANCIAL GROUP | AMI INC

CRD#: 342848 / SEC#: 801-136622

RIA

Registered Investment Advisory firm - (7/2/2026 120-Day Approval)

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Contact information

Main Address

3110 Edwards Mill Road Suite 340, Raleigh, NC 27612

Mailing Address

Phone number

(919) 861-8212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORFG FORM ADV PART 2A OTAA 07.17.26 (7/17/2026)

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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Trevor E. Chambers

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Edward Chambers's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLDE RALEIGH FINANCIAL GROUP

ADVISORY SERVICES NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2015

SIE

Date: 10/5/2017

Series 7

Date: 5/27/2015

Current Firm

OLDE RALEIGH FINANCIAL GROUP

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

OLDE RALEIGH FINANCIAL GROUP

TRUST BUT VERIFY

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