Trevor Michael Cole
Compliance Officer at CTA Wealth Advisors, Inc.
Profile
Mr. Trevor M.
Cole is an Associate Principal at CTA Wealth Advisors, Inc. He is an Investment Adviser Representative of the firm, offering financial planning.
He is also the Director of Compliance.
Mr. Cole entered the financial services industry in 1996.
Prior to joining CTA Wealth Advisors in 1996, he worked in the insurance industry with both State Farm and The Prudential.
He holds a degree in Finance from the College of Business and Economics.
Trevor Michael Cole active positions
| Companies | Position | Start |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Compliance Officer | 2002-12-31 |
Former positions of Trevor Michael Cole
| Companies | Position | End |
|---|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 1997-12-31 |
Training of Trevor Michael Cole
| California State University-Northridge | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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