Trevor Monroe
Investment adviser representative at Larson Financial Group, LLC
14 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 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
Experience
14 years in the industry.
- Larson Financial Group, LLCJan 2021 to now
- Centre Club TampaMay 2020 to Jan 2021
- Tower Club FloridaJan 2019 to May 2020
- University Center ClubJul 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 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
- 7327509
- Firm CRD
- 140599