Trevor Dean Stone

Employer firm

Parkshore Wealth Management CRD 148052

$518M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION

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

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

Current Employers

Employment History

• 01/2017 → 04/2020
  Uvu Campus Connection
  Orem, UT
• 05/2018 → 08/2018
  Rmc Financial Advisors
  Davis, CA
• 05/2019 → 08/2019
  Parkshore Wealth Management
  Roseville, CA
• 05/2020 → Present
  Parkshore Wealth Management
  Roseville, CA
• 01/2016 → 05/2020
  Utah Valley University
  Orem, UT

Designations

• Certified Financial Planner