Edward Jones
37yrs
Top advisor by experience in Cleveland
26yrs
Trevor Smith has worked in the financial industry for 26 years and is a financial advisor based in Cleveland, Tennessee. After four years at FTB Advisors and 20 years at First Horizon Advisors, Trevor joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience26 years (since 2001)
How that compares ?Top 15% by experience in Cleveland
Office3870 Keith Street NW, Cleveland, TN 37312
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2025 – nowLPL Financial LLCCurrent firm
- 2010 – 2013FTB Advisors, Inc.Previously
- 2005 – 2025First Horizon Advisors, Inc.Previously
- May 2004 – Jul 2005National Planning CorporationPreviously
- Feb 2004 – May 2004FSC Securities CorporationPreviously
Contact Trevor
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Trevor. 3870 Keith Street NWCleveland, TN 37312Office · Get directions Facebook pageLPL Financial
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Questions to ask Trevor
Tailored to Trevor’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Trevor
How do I contact Trevor?
Call LPL Financial at (704) 733-3300 and ask for Trevor Smith. Trevor works from the Cleveland, TN office.
How long has Trevor been a financial advisor?
Trevor has been in the industry since 2001, about 26 years. Top 15% by experience in Cleveland.
What licenses does Trevor hold?
Series 63. Tap any license on this page to see what it allows.
Is Trevor a fiduciary?
Trevor is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Trevor paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Trevor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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