Trevin
Panaia
Lpl Financial LLC
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About this Advisor
Trevin Panaia is a financial advisor based in Horsham, Pennsylvania with 7 years of industry experience. Panaia is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, Pillar Wealth Advisors, LLC and Lpl Financial, LLC. Panaia holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Lpl Financial LLC is a firm based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets between its 1,688,501 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC offers a broad assortment 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, educational seminars and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Trevin Panaia Work History
Trevin has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Penn Mutual Life Insurance Company
Hornor Townsend & Kent Inc
Pillar Wealth Advisors, LLC
*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 Trevin Panaia 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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