Trevor Rhey Dunfee
Investment adviser representative at True North Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
Are you Trevor Rhey Dunfee? 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 assetsFixed or flat feePerformance-based
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.
- True North Advisors, LLCJan 2024 to now
- Texas A&m-college StationAug 2023 to Jan 2024
- True North Advisors, LLCJun 2023 to Aug 2023
- Texas A&m-college StationAug 2019 to May 2023
- Arapahoe High SchoolJan 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
True North Advisors, LLC
$5.4BAssets managed
1,068Clients
32Advisers
20 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
- 8211224
- Firm CRD
- 116048