Trevor Campbell
Investment Adviser Representative at Great Valley Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trevor Campbell is an investment adviser representative with Great Valley Advisor Group, LLC in Minnetonka, MN, where they have been registered since 2024. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Northwestern Mutual Investment Services,llc and Prudential Customer Solutions LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
1 state or territory
Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities LLCSep 2015 – Apr 2020Plymouth, MN
- PrudentialAug 2015 – Jun 2018Plymouth, MN
- PrudentialJul 2018 – Mar 2020Plymouth, MN
- PrudentialNov 2018 – Apr 2020Plymouth, MN
- Levy RestaurantsAug 2014 – Nov 2023St Paul, MN
- UnemployedApr 2020 – Nov 2020St Louis Park, MN
- Brady LindemannNov 2020 – Jan 2021Minnetonka, MN
- Northwestern Mutual Investment Services LLCOct 2023 – Nov 2023Minnetonka, MN
- Brady LindemannJan 2021 – May 2023Minnetonka, MN
- LPL Financial LLCNov 2023 – no end date reportedHopkins, MN
- UnemployedJun 2023 – Sep 2023St Louis Park, MN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Great Valley Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 – $500,0002.50%
- $500,001 – $1,000,0002.25%
- $1,000,000 – $3,000,0002.00%
- $3,000,001+0.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 184
- Offices listed on AdvisorFinder:
- 60
- Main office:
- Berwyn, PA
- SEC file number:
- 801-72270
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Great Valley Advisor Group, LLC
Showing 12 of 184 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trevor Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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