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Credentials
CFP®, Series 66
Experience Industry experience
8 years
Location
Trinity, TX 75862
Edward Jones
Institution
Trevor McCarley is a CFP® with eight years of industry experience, currently advising at Edward Jones. Prior to joining Edward Jones, he worked at JayKay Wealth Advisors, LPL Financial, Wells Fargo Bank, and WELLS FARGO Advisors. He is also a part owner of a family timber property in Richmond, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Trinity, TX
146 S Robb St
Trinity TX 75862
Advisors at this office
1
Texas
8 years of industry experience
Edward Jones
2025 - Present • 1 year
St Louis, MO
JayKay Wealth Advisors, Inc.
2021 - 2025 • 4 years
Houston, TX
LPL Financial
2021 - 2025 • 4 years
Houston, TX
Wells Fargo Bank
2020 - 2021 • 1 year
Bryan, TX
WELLS FARGO Advisors, LLC
2017 - 2020 • 3 years
Bryan, TX
Randstad USA LLC
2017 - 2018 • 1 year
Bryan, TX
Texas A&M University Department of Animal Science
2014 - 2017 • 3 years
College Station, TX
Full Time Student
2007 - 2017 • 10 years
College Station/ Nacogdoches, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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