Trevor Michael Cole
Compliance Officer bij CTA Wealth Advisors, Inc.
Profiel
Mr. Trevor M.
Cole is an Associate Principal at CTA Wealth Advisors, Inc. He is an Investment Adviser Representative of the firm, offering financial planning.
He is also the Director of Compliance.
Mr. Cole entered the financial services industry in 1996.
Prior to joining CTA Wealth Advisors in 1996, he worked in the insurance industry with both State Farm and The Prudential.
He holds a degree in Finance from the College of Business and Economics.
Actieve functies van Trevor Michael Cole
| Bedrijven | Functie | Begin |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Compliance Officer | 01-01-2003 |
Eerdere bekende functies van Trevor Michael Cole
| Bedrijven | Functie | Einde |
|---|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01-01-1998 |
Opleiding van Trevor Michael Cole
| California State University-Northridge | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
