Trevor Wayne Harrelson
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2023 to now
- Omni Real Estate Investment ServicesJun 2005 to now
- Omni Resource GroupJul 2001 to now
- Omni Financial Services of Lee County, Inc.May 2001 to now
- Harrelson HoldingsJun 1999 to now
- Minnesota Life Insurance CompanyMar 2002 to Aug 2023
- Securian Financial Services, Inc.Mar 2002 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 3251143
- Firm CRD
- 105644