Trevor Bennett
Investment adviser representative at Raymond James & Associates, Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
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
8 years in the industry.
- Raymond James & Associates, Inc.Sep 2023 to now
- Intervest International Equities CorpApr 2023 to Sep 2023
- Fisher InvestmentsSep 2022 to Apr 2023
- Bank of America, N.A.Jan 2017 to Sep 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Sep 2022
- AXA Advisors, LLC.Oct 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6547688
- Firm CRD
- 705