Trevor K. Reece

WAYPOINT FINANCIAL PLANNING

MARIETTA, GA

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CRD#: 8078862

Professional summary

Trevor Kent Reece, who also goes by Trevor Reece, is a registered financial advisor currently at WAYPOINT FINANCIAL PLANNING, LLC located in Marietta, Georgia.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Trevor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor Reece

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 Kent Reece's 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

May 5, 2025 - Present

WAYPOINT FINANCIAL PLANNING, LLC

RIA

CRD#: 336377

MARIETTA, GA

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

Georgia
(5/5/2025)

IAR

Texas
(7/20/2025)

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 65

Date: 3/26/2025

Uniform Investment Adviser Law Examination

Current Firm

WAYPOINT FINANCIAL PLANNING, LLC

CRD#: 336377 / SEC#:

Georgia

Registered Investment Advisory firm - (5/5/2025 Approved)

Texas

Registered Investment Advisory firm - (7/7/2025 Conditional Restricted)

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Contact information

Main Address

Marietta, GA

Mailing Address

Phone number

(646) 726-2136

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Trevor K. Reece

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kent Reece's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYPOINT FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2025

Current Firm

WAYPOINT FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

WAYPOINT FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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