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Wanda Darlene Trevino

MMGC INC.·PALM DESERT, California
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78-000 FRED WARING DRIVE, PALM DESERT, CA 92211CRD# 6095949Firm CRD# 120243
01

About

Wanda Darlene Trevino is a registered financial advisor based in PALM DESERT, California, affiliated with MMGC INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MMGC INC.
THE RESOURCE GROUP ASSET AND TRUST MANAGERS
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MMGC INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6095949
Firm CRD# 120243
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wanda Darlene Trevino offer?
Wanda Darlene Trevino specializes in Financial Planning, Investment Management. Contact their office in PALM DESERT, California for a consultation.
What are Wanda Darlene Trevino's credentials?
Wanda Darlene Trevino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wanda Darlene Trevino located?
Wanda Darlene Trevino is based in PALM DESERT, California, working with MMGC INC.. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.
How does Wanda Darlene Trevino charge for services?
Wanda Darlene Trevino's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MMGC INC.?
MMGC INC. has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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