Investment adviser representative · Allen Capital Group, LLC
Trevor J. Stevens
CRD 7792849 · Grand Island, NE
At a glance
Trevor J. Stevens is an investment adviser representative with Allen Capital Group, LLC in Grand Island, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trevor’s SEC record dates to 2023, about 2 years ago.
Current advisory firm
- Allen Capital Group, LLCSince December 2023Grand Island, NE · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Trevor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.