AT
CFA
AT
CFA

Althea Trevor

13 Years of Experience
Broker

Althea Trevor is a CFA-designated registered investment advisor, based in Austin, TX, with 13 years of industry experience.

Location

6300 Bee Cave Road, Building One, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dfa Securities LLCBroker
August 2016 - Present · 9 yrs 8 mos
Dimensional Fund Advisors LP
April 2016 - Present · 10 yrs
Previous Registrations
Astor Asset Management LLC
November 2009 - December 2012 · 3 yrs 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Althea Trevor - Financial Advisor | TrueAdvisor