Trevor W. Deubner

WESTEND ADVISORS

CHARLOTTE, NC 28203

Some features on this profile are disabled

CRD#: 7565426

Professional summary

Trevor William Deubner, who also goes by Trevor Deubner, Trevor William Deubner, is a registered financial advisor currently at WESTEND ADVISORS, LLC located in Charlotte, North Carolina and VICTORY CAPITAL SERVICES, INC. located in Charlotte, North Carolina.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Trevor has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Aliases

Trevor Deubner | Trevor William Deubner

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 William Deubner'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 14, 2026 - Present

WESTEND ADVISORS, LLC

Office #1: 1001 Morehead Square Drive Suite 600, Charlotte, NC 28203

RIA

CRD#: 133279

CHARLOTTE, NC

Current

July 14, 2026 - Present

VICTORY CAPITAL SERVICES, INC.

Office #1: 1001 Morehead Square Drive Suite 600, Charlotte, NC 28203

CRD#: 37059

Charlotte, NC

Past

February 9, 2026 - June 23, 2026

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Charlotte, NC

Past

February 9, 2026 - June 23, 2026

PRINCIPAL ASSET MANAGEMENT

RIA

CRD#: 109002

Charlotte, NC

Past

March 18, 2025 - June 23, 2026

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Charlotte, NC

Past

October 29, 2024 - June 23, 2026

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

Charlotte, NC

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".

WESTEND ADVISORS, LLC

SOUTHVIEW PARTNERS | WESTEND ADVISORS, LLC | SOUTHVIEW PARTNERS, LLC

CRD#: 133279 / SEC#: 801-63626

RIA

Registered Investment Advisory firm - (3/18/2005 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/15/2026)

Alaska
(7/15/2026)

Arizona
(7/15/2026)

Arkansas
(7/15/2026)

California
(7/15/2026)

Colorado
(7/15/2026)

Connecticut
(7/15/2026)

Delaware
(7/15/2026)

District of Columbia
(7/15/2026)

Florida
(7/15/2026)

Georgia
(7/15/2026)

Hawaii
(7/15/2026)

Idaho
(7/15/2026)

Illinois
(7/15/2026)

Indiana
(7/15/2026)

Iowa
(7/15/2026)

Kansas
(7/15/2026)

Kentucky
(7/15/2026)

Louisiana
(7/15/2026)

Maine
(7/15/2026)

Maryland
(7/15/2026)

Massachusetts
(7/15/2026)

Michigan
(7/15/2026)

Minnesota
(7/15/2026)

Mississippi
(7/15/2026)

Missouri
(7/15/2026)

Montana
(7/15/2026)

Nebraska
(7/15/2026)

Nevada
(7/15/2026)

New Hampshire
(7/15/2026)

New Jersey
(7/15/2026)

New Mexico
(7/15/2026)

New York
(7/15/2026)

North Carolina
(7/14/2026)

IAR

North Carolina
(7/14/2026)

North Dakota
(7/15/2026)

Ohio
(7/15/2026)

Oklahoma
(7/15/2026)

Oregon
(7/15/2026)

Pennsylvania
(7/15/2026)

Puerto Rico
(7/15/2026)

Rhode Island
(7/15/2026)

South Carolina
(7/15/2026)

South Dakota
(7/15/2026)

Tennessee
(7/15/2026)

Texas
(7/14/2026)

Utah
(7/15/2026)

Vermont
(7/15/2026)

Virgin Islands
(7/15/2026)

Virginia
(7/15/2026)

Washington
(7/15/2026)

West Virginia
(7/15/2026)

Wisconsin
(7/15/2026)

Wyoming
(7/15/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/29/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/9/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

WESTEND ADVISORS, LLC

SOUTHVIEW PARTNERS | WESTEND ADVISORS, LLC | SOUTHVIEW PARTNERS, LLC

CRD#: 133279 / SEC#: 801-63626

RIA

Registered Investment Advisory firm - (3/18/2005 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203

Mailing Address

Phone number

(704) 556-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTEND ADVISORS LLC FORM ADV PART 2B 1.30.2026 (1/30/2026)

WESTEND ADVISORS LLC FORM ADV PART 2A 1.30.2026 (1/30/2026)

Regulatory assets under management

Total Number of Accounts	4,149
AUM (Assets Under Management)	$ 1,868,015,699

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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

John Sanders

PORTUS WEALTH ADVISORS, LLC

IAR

CHARLOTTE, NC

Jessica Williams

VANGUARD ADVISERS, INC.

IAR

CHARLOTTE, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Trevor W. Deubner

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor William Deubner's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICTORY CAPITAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL ASSET MANAGEMENT

PRINCIPAL SECURITIES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

WESTEND ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2026

Series 63

Date: 1/18/2025

Series 7TO

Date: 10/29/2024

SIE

Date: 8/9/2024

FINRA

Current Firm

WESTEND ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTEND ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors