Trevor Burlison
Investment adviser representative at Raymond James Investment Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.9BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Raymond James Investment ManagementJun 2026 to now
- Carillon Fund Distributors, Inc.Apr 2026 to now
- Clark Capital Management GroupJul 2024 to Apr 2026
- Assetmark Brokerage, LLCJan 2024 to Jul 2024
- Assetmark Financial Holdings, Inc.Jan 2024 to Jul 2024
- Cambridge Investment Research Advisors, Inc.Sep 2023 to Dec 2023
- Cambridge Investment Research, Inc.Sep 2023 to Dec 2023
- Assetmark Brokerage, LLCApr 2017 to Jul 2023
- Assetmark Financial Holdings, Inc.Apr 2017 to Jul 2023
- Longboard Asset Management, LLCMay 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Raymond James Investment Management
Legal name: Carillon Tower Advisers, Inc.
$16.9BAssets managed
5Clients
31Advisers
11 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
- 6545660
- Firm CRD
- 174904