Trevor Bright

VP - Financial Consultant

+1 408-341-4673

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Managing Director, Bright Wealth Planning, 2016-2020
  • Fidelity Investments, Vice President, 2006-2016
  • Merrill Lynch, Financial Consultant, 2000-2003

Education

  • BS Business Finance, San Jose State University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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