Advisor at Lord and Richards
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Trevor Richards is a financial advisor at Lord and Richards with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in law enforcement and nonprofit sectors, including positions with the Pasco County and Pinellas County Sheriffs and Feeding Tampa Bay. Richards is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in assets across about 1,230 client relationships with a seven-advisor team.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Hudson, FL
Colorado · Florida · Texas
Lord and Richards Wealth Management, LLC
2025 - Present (1 year)
Oxford Advisory Group
2025 - 2025 (1 year)
Pasco County Corrections
2022 - 2025 (3 years)
Pasco County Sheriff
2021 - 2022 (1 year)
Pinellas County Sheriff
2020 - 2021 (1 year)
Feeding Tampa Bay
2019 - 2021 (2 years)
Flooring.org, LLC
2017 - 2019 (2 years)
Mercedes Benz
2016 - 2017 (1 year)
Hillsdale Christian Academy
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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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