Trevor
Conwell
Commonwealth Financial Network
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About this Advisor
Trevor Conwell is a financial advisor based in Carmel, Indiana, working with Commonwealth Financial Network. Trevor has previously held positions at Primerica Financial Services, Pfs Investments Inc, Indiana University, City Of Noblesville, Ed Martin Toyota, Noblesville Schools, Commonwealth Financial Network, and Oaktree Financial Advisors, Inc. Trevor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Trevor is part of Commonwealth Financial Network, which operates out of Carmel, Indiana. The firm has 1,762 offices and 4,850 employees. Commonwealth Financial Network manages assets totaling $209.7 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$209,735,339,476
4,850
671,650
$312,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Trevor Conwell Work History
Commonwealth Financial Network
Commonwealth Financial Network
Oaktree Financial Advisors, Inc
Primerica Financial Services
Pfs Investments Inc
Indiana University
City Of Noblesville
Ed Martin Toyota
Indiana University
Noblesville Schools
Disclosures
Please visit the SEC profile of Trevor Conwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Northfield, MA
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