Trevor Conwell
Investment adviser representative at Commonwealth Financial Network
14 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Trevor Conwell? Claim your profile
Contact this firm
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
14 years in the industry.
- Commonwealth Financial NetworkSep 2024 to now
- Oaktree Financial Advisors, IncSep 2024 to now
- Pfs Investments Inc.Aug 2023 to Sep 2024
- Primerica Financial ServicesJul 2023 to Sep 2024
- Indiana UniversityAug 2022 to Aug 2023
- City of NoblesvilleMay 2021 to Aug 2022
- Ed Martin ToyotaMay 2019 to Aug 2019
- Indiana UniversityAug 2018 to May 2022
- Noblesville SchoolsAug 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7801523
- Firm CRD
- 8032