Trevin Dorius
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2024 to now
- Mountain Electrical AllianceSep 2024 to Nov 2024
- Wealth StrategiesAug 2024 to Sep 2024
- Paragon WealthJun 2024 to Aug 2024
- Utah Valley UniversityJun 2023 to Jun 2024
- Utah State UniversityJun 2019 to Jun 2023
- Church of Jesus Christ of Latter Day SaintsJun 2017 to Jun 2019
- Utah State UniversityJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7967435
- Firm CRD
- 19616