Trevin David Harris
Investment adviser representative at Avondale Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$326.7MFirm assets
11 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Avondale Wealth Management, LLCNov 2023 to now
- Whitley PennJun 2021 to Oct 2023
- Gary, Bowers and MillerOct 2019 to Oct 2020
- Texas Tech UniversityJun 2019 to May 2021
- Texas Tech UniversityAug 2017 to May 2019
- Smithson Valley HsJul 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avondale Wealth Management LLC
$326.7MAssets managed
201Clients
4Advisers
11 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
- 7973237
- Firm CRD
- 152590