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Trevor Michael Cole

CTA WEALTH ADVISORS, INC.·BURBANK, California
Clean recordCTA WEALTH ADVISORS, INC.
290 EAST VERDUGO AVENUE, BURBANK, CA 91502CRD# 3019716Firm CRD# 113007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor Michael Cole · BURBANK, CA
Registration
CRD #3019716 · CTA WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Trevor Michael Cole is a registered financial advisor based in BURBANK, California, affiliated with CTA WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CTA WEALTH ADVISORS, INC.
CTA WEALTH ADVISORS, INC.
AUM
$137M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CTA WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3019716
Firm CRD# 113007
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trevor Michael Cole offer?
Trevor Michael Cole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURBANK, California for a consultation.
What are Trevor Michael Cole's credentials?
Trevor Michael Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Michael Cole located?
Trevor Michael Cole is based in BURBANK, California, working with CTA WEALTH ADVISORS, INC.. Their office serves clients in the BURBANK metropolitan area and surrounding communities.
How does Trevor Michael Cole charge for services?
Trevor Michael Cole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CTA WEALTH ADVISORS, INC.?
CTA WEALTH ADVISORS, INC. has approximately 5 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CTA WEALTH ADVISORS, INC.

Cameron Mitchell Thornton
BURBANK, CA

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Research
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