Trevor
Odom

Armada Advisors

CRD#7231888
Investment Advisor
in Pensacola, FL

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About this Advisor

Trevor Odom is a financial advisor based in Pensacola, Florida with 1 year of relevant experience. Odom is on the advisory team at Armada Advisors. During their career, the advisor has held roles at St. John'S Cemetery, Mercer University Recreational Sports & Wellness, Go Retro, Inc, Champion Windows, Pensacola High School, Beacon Global Advisor Network, LLC, Devere Group, Armada Advisors and Mercer University. Odom has a Series 65 license, qualifying them as an investment advisor representative, and can work in Florida and Louisiana. Armada Advisors is a financial advisory company that has its headquarters in Pensacola, FL. It handles $134 million in assets under management between its 879 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 879 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules vary depending on the type of services. Fees charged by Armada Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

610 North Spring Street
Pensacola, FL 32501

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Armada Advisors Brokerage Details

Total Assets Under Management

$133,669,489

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

879

FL Average: 2,474
Average Account Size

$152,070

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Trevor Odom Work History

Trevor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Armada Advisors

2021 - 2022 (1 year)

Beacon Global Advisor Network, LLC

2021 - 2022 (1 year)

Devere Group

2020 - 2021 (1 year)

Armada Advisors

2017 - 2019 (2 years)

Mercer University Recreational Sports & Wellness

2017 - 2017 (< 1 year)

Champion Windows

2016 - 2019 (3 years)

Mercer University

2015 - 2018 (3 years)

Go Retro, Inc

2014 - 2019 (5 years)

St. John'S Cemetery

2012 - 2016 (4 years)

Pensacola High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trevor Odom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Armada Advisors

Trevor Odom
Pensacola, FL
Wesley Odom
Pensacola, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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