Unclaimed Profile

Wanda Darlene Trevino

MMGC INC.·PALM DESERT, California

Clean recordMMGC INC.

78-000 FRED WARING DRIVE, PALM DESERT, CA 92211CRD# 6095949Firm CRD# 120243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wanda Darlene Trevino · PALM DESERT, CA

Registration

CRD #6095949 · MMGC INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MMGC INC.

THE RESOURCE GROUP ASSET AND TRUST MANAGERS

AUM

$47M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MMGC INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6095949

Firm CRD# 120243

View on FINRA BrokerCheck →

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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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