Who is Trevor Wilde (CRD#: 4238789)
Trevor Wilde has worked in the financial services industry as an Investment Advisor Representative since 1999. He played football for the University of Arizona, where he got a Bachelor’s Degree in Business Communications, and a Master’s Degree in Business Administration from the University of Phoenix. Trevor Wilde earned the AIF® credential, which validates his dedication to a high quality of investment fiduciary competence. Trevor Wilde specializes in offering clients a wide range of products and services to assist them in achieving their objectives, but he has also built a network of business partners to create a genuinely unique in-house experience.
Trevor Wilde, the Chief Executive Officer of Wilde Wealth Management Group, has been named a Top Advisor* by Barron’s every year since 2009, most recently ranking first in the state of Arizona for 2023. The company also supports the Run for Broxton and Briggs 4 Kidz, is a Cell Phones for Soldiers host site, and is dedicated to charitable causes in and around the valley through their Wilde for Arizona Community Outreach Program. Trevor Wilde also serves on the boards of Child Crisis Arizona and Junior Achievement.
Trevor Wilde and Meghan reside in Scottsdale with their four daughters, Peyton, Presley, Piper, and Paige.
Finally, we’ve developed our organization to give you an integrative, coordinated process by offering a wide range of in-house services that are frequently outsourced at other firms, as well as smart collaborations with local licensed professionals. This enables us to serve you more effectively, saving you time while maintaining a high level of assistance across all of your financial services.
About FIRM: Wide Wealth Management Group
Wide Wealth Management Group is a company founded on meaningful client interactions. Time is valuable. Your life does not have a pause button. Wide Wealth Management Group understands. That is why, from the beginning, Wide Wealth Management Group built our company differently than most. We are not only built to serve you, your business, and your family but Wide Wealth Management Group is also designed to serve you quickly and efficiently without sacrificing that personal touch—and without taking unnecessary time out of your busy life.
How will we accomplish this? To begin, our advisers have access to six offices around Arizona—in Scottsdale, Sedona, Tempe, Glendale, Payson, and Tucson—making it convenient for you to meet with us near your home or company, whether in northern, central, or southern Arizona. Furthermore, as we expand, we have opened offices in Terre Haute, Indiana, and San Luis Obispo, California.
Second, Wide Wealth Management Group is a fee-based firm with independent investment advisors on staff. More transparency, ongoing monitoring and rebalancing, professional management and oversight, more investment access, more effective diversification, and advice-based connections are all benefits of fee-based relationships.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Trevor Wilde Disclosures: BrokerCheck, FINRA, And SEC Reports
There are two disclosures named Customer Dispute Disclosure.
When an Executive Officer or Chief, or their designate, determines that:
The complaint will be sent to a lawyer.
The company has been allowed to reply to the complaint, a probable breach of the law has happened or there is a risk of public harm, and a substantiated consumer transaction has occurred,
A genuine financial transaction between an individual customer or patient and a firm or licensee to procure and sell goods or services is defined as a validated consumer transaction.
A Consumer Complaint History report shall not reveal complaint information if it is judged that:
The complaint lacks merit, the complaint involves a non-consumer matter (e.g., labor grievances, labor relations, tax issues, etc.), or disclosure is forbidden by statute or regulation.
A report on Consumer Complaint History shall not reveal information concerning a complaint if it is found that:
Disclosure could jeopardize an investigation or prosecution, or it could endanger or hurt the complainant.
FINRA’s BrokerCheck
individual_4238789.pdf (finra.org)
SEC Litigations & Forms
Source: Trevor Wilde – SEC Site Search Search Results
Trevor Wilde Lawsuits, Legal Battles, & Disputes
There might be more pending lawsuits against Trevor Wilde that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Trevor Wilde on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis. law
Justia
Trevor Wilde Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Trevor Wilde using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if you are facing issues with Trevor Wilde or any financial advisor.
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