TM
Trevor Michael Cole
CRD 3019716
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cetera Investment Advisers Llc | Registered representative | 07/20/2026 |
| Cta Wealth Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cta Wealth Advisors, Inc.
Secretary/Director Of Compliance · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗