Investment adviser representative · Cbiz Investment Advisory Services, LLC
Trevor W. Turner
CRD 4327921 · Phoenix, AZ
At a glance
Trevor W. Turner is an investment adviser representative with Cbiz Investment Advisory Services, LLC in Phoenix, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trevor’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Cbiz Investment Advisory Services, LLCSince December 2024Phoenix, AZ · $13B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.