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Trevor William Thompson

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
195 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$214.1M

Fee Structure

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Location

4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804

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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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Other Business Activities

Trevor is the owner/principal of TWT Consultants, LLC, which provides various consulting services. He spends minimal time on this activity outside of securities trading hours, with duties depending on contracted work.

Employment History
Current Registrations
Crescent Sterling LTD.
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.