Unclaimed Profile

Trevor Michael Cole

CTA WEALTH ADVISORS, INC.·BURBANK, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66CFPClean record22 years registeredCTA 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. · 22 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CTA WEALTH ADVISORS, INC.

Jan 2006 – present

CETERA WEALTH SERVICES, LLC

Aug 2003 – present

CETERA ADVISOR NETWORKS LLC

Mar 2008 – Jun 2023

LANCASTER, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · August 19, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CTA WEALTH ADVISORS, INC.

CRD 113007 · SEC 801-118848

AUM

$137M

Regulatory assets under management

Employees

181 client accounts

Services offered by CTA WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CTA WEALTH ADVISORS, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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