Trevor
Bryant
Westshore Wealth
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About this Advisor
Trevor Bryant is a certified financial planner and chartered financial analyst working in Dallas, Texas, who has 7 years of relevant experience. Bryant is currently employed by Westshore Wealth. During their career, Bryant has held roles at Barclays Capital Inc, Rgt Capital Management, LTD and Westshore Wealth. Bryant holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in California and Texas. Westshore Wealth is a company that has its headquarters in Newport Beach, CA. The company has a total of eight financial advisors. It administers $395 million in total assets across its 648 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 648 accounts, 90% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Westshore Wealth offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on the services offered. Fees billed by Westshore Wealth most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westshore Wealth Brokerage Details
$395,059,552
8
648
$609,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Trevor Bryant Work History
Trevor has been registered as a financial advisor for 7 years.*
Westshore Wealth
Rgt Capital Management, LTD
Barclays Capital Inc
*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 Bryant 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 Westshore Wealth
Dallas, TX
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Dallas, TX
Newport Beach, CA
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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.
