Trevor Michael Cole

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2004 → 12/2019
  Cameron Thornton Associates
  Burbank, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2006 → Present
  Cta Wealth Advisors, Inc
  Burbank, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

NAME OF OTHER BUSINESS: CTA WEALTH ADVISORS, INC- CRD# 113007, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 01/2006, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2003-08-29

Designations

• Certified Financial Planner