Trevor Michael Cole
Investment adviser representative at Cta Wealth Advisors, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Cta Wealth Advisors, Inc.Jan 2006 to now
- Cameron Thornton AssociatesJan 2004 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cta Wealth Advisors, Inc.
$175.2MAssets managed
104Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3019716
- Firm CRD
- 113007