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Trevor Michael Cole
Compliance Officer at CTA Wealth Advisors, Inc.
Trevor Michael Cole active positions
Companies | Position | Start | 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 | 31/12/2002 | - |
Analyst-Fixed Income | 31/12/2002 | - | |
Compliance Officer | 31/12/2002 | - |
Career history of Trevor Michael Cole
Former positions of Trevor Michael Cole
Companies | Position | Start | 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 | 31/12/1995 | 31/12/1997 |
Training of Trevor Michael Cole
California State University-Northridge | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 2 |
Analyst-Fixed Income | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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