Trevor Douglas Harkness, CFP, ChFC

Overview

Trevor Douglas Harkness is an insurance agent, a registered representative and an investment adviser representative based in Jacksonville, FL, with 31 years in the industry.

Years in the industry

31

States licensed

18

States registered

24

Carrier appointments

47

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 18 states
• Registered in 24 states

• Agent
• Life Agent Individual
• Producer
• Service Representative
• Series 24
• Series 63
• Series 7
• Series 99TO
• SIE

7 lines of authority, with every state and its dates

Firms

• Kestra Investment Services, LLCCurrent firm
• Kestra Advisory Services, LLCCurrent firm

Employment history since 1995

Carriers

47 active carrier appointments

Book and practice

Firm assets under management on file