Trevor Robert Kengle
Investment adviser representative at LPL Financial LLC
7 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
7 years in the industry.
- LPL Financial LLCOct 2023 to now
- Five Star MortgageJun 2023 to Oct 2023
- WealthwaveFeb 2023 to Oct 2023
- Transamerica Financial Advisors, IncNov 2022 to Oct 2023
- Draper and Kramer MortgageDec 2021 to Jun 2023
- Prosperity Home LoansOct 2021 to Nov 2021
- World Financial Group, Inc.Sep 2020 to Oct 2023
- LoandepotApr 2019 to Oct 2021
- Platinum Home MortgageOct 2018 to Apr 2019
- PrmgJul 2018 to Oct 2018
- Finance of AmericaNov 2017 to Jul 2018
- Cross Country MortgageSep 2017 to Nov 2017
- Nova Home LoansSep 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 7658186
- Firm CRD
- 6413