Trevor Burlison
Professional summary
Trevor Burlison, who also goes by Trevor Anthony Burlison, is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Trevor is registered as a RR (Registered Representative) and started their career in finance in 2015. Trevor has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trevor Burlison's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2026 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716November 19, 2025 - April 23, 2026
GRANT WILLIAMS L.P.
January 19, 2024 - July 23, 2024
ASSETMARK, INC.
January 17, 2024 - July 23, 2024
ASSETMARK BROKERAGE, LLC
September 20, 2023 - December 20, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 18, 2023 - December 20, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 19, 2022 - August 1, 2023
ASSETMARK, INC.
May 24, 2017 - August 1, 2023
ASSETMARK BROKERAGE, LLC
May 5, 2017 - January 18, 2022
ASSETMARK, INC.
September 18, 2015 - February 20, 2017
LONGBOARD ASSET MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/15/2026)
Exams
Series 7TO
Date: 10/17/2023
General Securities Representative ExaminationFINRA
Current Firm
CARILLON FUND DISTRIBUTORS, INC.
CRD#: 139749 / SEC#: , 8-67244
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EAGLE ASSET MANAGEMENT INC | PARENT COMPANY | 110653 |
| EDWARDS, CHARLES MICHAEL | DIRECTOR | 5342028 |
| GEORGIEV, TSVETELINA ELKOVA | CCO | 5130225 |
| GERVAIS, BRYAN L | CFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR | 5286391 |
| LILLIAN, JORDAN ALEXANDER | CEO, PRESIDENT, DIRECTOR | 5444726 |
| SOUSA, DAMIAN DANIEL | DIRECTOR | 2061882 |
| WALZER, SUSAN LAVELLE | DIRECTOR | 2976646 |
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.
Company Information
CARILLON FUND DISTRIBUTORS, INC.
CRD#: 139749St. Petersburg, FL 33716TRUST BUT VERIFY
Monitor Trevor Burlison
Get automatic monthly alerts on:
