Trevor Richards has been an investment adviser representative at Lord and Richards Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Lord and Richards Wealth Management, LLC is a Highlands Ranch, CO firm with $129M under management, 1,228 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Trevor Richards is a Financial Advisor of Lord and Richards. He works closely with the team to create goals-based financial plans tailored to each client's needs. Before his financial career, he served several years in the U.S. Marine Corps, followed by work as a corrections chaplain and ongoing service as a pastor since 2019.
Trevor Richards’ longest registration is the current one, under a year at Lord and Richards Wealth Management since 2025. Before joining Lord and Richards Wealth Management in 2025, Trevor Richards was registered through Oxford Wealth Group, LLC.
- Lord and RichardsCurrent– present · under a yearHudson, FL · Adviser representative · Firm CRD 328907
- Oxford Wealth Group, LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 319561
Investment adviser representative registrations
Trevor Richards is registered as an investment adviser representative in 3 states. Each was approved in December 2025.
- ColoradoSince 12 December 2025
- FloridaSince 17 December 2025
- TexasSince 12 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trevor Michael Richards
- CRD
- 8180585
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Office
- Hudson, FL
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lordandrichards.com
Where does Trevor Richards work?
Trevor Richards is an investment adviser representative registered through Lord and Richards Wealth Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Richards a financial advisor?
Yes. Trevor Richards has a current investment-adviser registration in Colorado, Florida and Texas, through Lord and Richards Wealth Management since December 2025.
How many years of experience does Trevor Richards have?
Trevor Richards has 0 years in the financial industry, since November 2025, across 2 adviser firms.
What exams has Trevor Richards passed?
Trevor Richards passed the Series 65 in August 2024.
Where did Trevor Richards work before Lord and Richards Wealth Management?
Before Lord and Richards Wealth Management, Trevor Richards was registered through Oxford Wealth Group, LLC, October 2025 to November 2025.
Where is Trevor Richards based?
Trevor Richards’ registered office is in Hudson, FL.
Is Trevor Richards registered with FINRA?
No. Trevor Richards has no current broker registration.
How can I verify Trevor Richards’ record?
Search CRD 8180585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Richards’ full registration record.
