Trevor
Gray
Kingsview Wealth Management, LLC
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About this Advisor
Trevor Gray is a financial advisor based in Blacksburg, Virginia, working with Kingsview Wealth Management, LLC. Trevor has previously worked at Edward Jones, Kingsview Partners, LLC, and Kingsview Wealth Management, LLC. Trevor has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Trevor is part of Kingsview Wealth Management, LLC, which operates out of Blacksburg, Virginia. The firm has 46 offices and 225 employees. Kingsview Wealth Management, LLC manages assets totaling $6.7 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$6,745,495,357
225
24,847
$271,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Trevor Gray Work History
Kingsview Partners, LLC
Kingsview Wealth Management, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Trevor Gray 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 Kingsview Wealth Management, LLC
Greensboro, NC
Edmonds, WA
Georgetown, TX
Chicago, IL
Maryville, TN
Falls Church, VA
Fort Wayne, IN
Waco, TX
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