Trevor Young Marston
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
15 years in the industry.
- Raymond James Financial Services Advisors, IncNov 2023 to now
- Raymond James Financial Services, Inc.Jun 2023 to now
- Mainspring Wealth Advisors, LLCDec 2022 to now
- Howgood LLC dba Langley KitchenJun 2021 to Nov 2022
- Freeland Ace HardwareMar 2021 to Jun 2021
- UnemployedJan 2021 to Mar 2021
- Oregon Institute of TechnologyJan 2018 to Jun 2019
- TheatreworksMar 2017 to May 2017
- Seattle Public TheaterNov 2016 to Feb 2017
- Self-employed/island Shakespeare FestivalJun 2016 to Jan 2021
- Self-employedJun 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7664966
- Firm CRD
- 149018