Trevor
Nelson
Gwn Securities Inc
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About this Advisor
Trevor Nelson is a financial advisor based in Powell, Wyoming, working with Gwn Securities Inc. Trevor has previously held positions at Lights N Such Of Wy, LLC, Philson, LLC, Nelson Phipps, LLC, Coulter Mall, LLC, Capital Choice Financial Services, Corecap Investments, Corecap Advisors, LLC, Gwn Securities, Inc, and Northwest Insurance Agency. Trevor has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wyoming. Currently, Trevor is part of Gwn Securities Inc, which operates out of Powell, Wyoming. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Trevor Nelson Work History
Gwn Securities, Inc
Northwest Iinsurance Agency
Coulter Mall, LLC
Corecap Investments
Corecap Advisors, LLC
Capital Choice Financial Services
Nelson Phipps, LLC
Philson, LLC
Lights N Such Of Wy, LLC
Disclosures
Please visit the SEC profile of Trevor Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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