Trevor Zane Whitson

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 02/2019
  Lpl Financial Llc
  Charlotte, NC
• 04/2019 → 05/2022
  Wells Fargo Clearing Services
  Charlotte, NC
• 08/2022 → 12/2023
  Grove Point Investments, Llc
  Rockville, MD
• 08/2022 → 12/2023
  Grove Point Advisors, Llc
  Rockville, MD
• 01/2024 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Truist Advisory Services,Inc.
  Charlotte, NC

Previous Registrations

• 2022-08-15 → 2023-12-22
  Grove Point Advisors, Llc
  Rockville, MD
  Charlotte, NC
• 2019-08-12 → 2022-05-31
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-12-13

Other Names

• Trevor Z. Whitson
• Trevor Whitson