Trevor M. Cole is a Certified Financial Planner™ professional and a licensed life and disability insurance agent. He currently serves as Investment Adviser Representative and Registered Principal with Cetera Wealth Services, LLC.
Trevor is also an Investment Adviser Representative of CTA Wealth Advisors, Inc., where he provides financial planning services, and serves as the firm’s Director of Compliance. CTA Wealth Advisors, Inc. is a registered investment adviser that was established in 1982.
Trevor began his career in financial services in 1996. Prior to joining Cameron Thornton Associates (now CTA Wealth Advisors, Inc.), he worked in the insurance industry with both State Farm and The Prudential.
Trevor earned his Bachelor of Science in Finance from the College of Business and Economics at California State University, Northridge. He completed his Certified Financial Planner™ certification education program in just eight months, utilizing resources from the College for Financial Planning and attending classes U.C. Irvine, and subsequently petitioned the CFP Board to sit for the exam two months later.
Trevor currently maintains the following securities registrations: Series 7, Series 66, Series 24, and Series 53.
