Trevor Wade Turner
Investment adviser representative at Cbiz Investment Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 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 feeOther
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
11 years in the industry.
- Cbiz Investment Advisory Services, LLCDec 2024 to now
- CbizSep 2023 to now
- Pcs RetirementApr 2022 to Aug 2023
- Forusall Advisors, LLCFeb 2021 to Mar 2022
- Forusall, Inc.Jan 2021 to Mar 2022
- SelfMay 2020 to Dec 2020
- Arcwood Financial, LLCSep 2019 to Apr 2020
- Ameritas Investment CorpFeb 2019 to Aug 2019
- Ameritas Life Insurance CorpJan 2019 to Aug 2019
- Wells Fargo Clearing Services, LLCMar 2018 to Dec 2018
- UnemployedNov 2017 to Feb 2018
- Goldleaf PartnersNov 2015 to Oct 2017
- Sunstreet Securities, LLCNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 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
- 4327921
- Firm CRD
- 286002