Trevin
Harris
Avondale Wealth Management LLC
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About this Advisor
Trevin Harris is a financial advisor based in Austin, Texas, working with Avondale Wealth Management LLC. Trevin has previously worked at Avondale Wealth Management, LLC, Whitley Penn, Texas Tech University, Gary, Bowers And Miller, Smithson Valley Hs, and Bahama Bucks. Trevin has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Trevin is part of Avondale Wealth Management LLC, which operates one office and employs six individuals. The firm manages $285.8 million in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Avondale Wealth Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avondale Wealth Management LLC Brokerage Details
$285,845,649
6
553
$516,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Trevin Harris Work History
Avondale Wealth Management, LLC
Avondale Wealth Management, LLC
Whitley Penn
Texas Tech University
Texas Tech University
Gary, Bowers And Miller
Texas Tech University
Texas Tech University
Texas Tech University
Texas Tech University
Smithson Valley Hs
Bahama Bucks
Disclosures
Please visit the SEC profile of Trevin Harris 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 Avondale Wealth Management LLC
Austin, TX
Austin, TX
Austin, TX
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