Unclaimed Profile

Paul Robert Sanford

TRILINC GLOBAL ADVISORS, LLC·MANHATTAN BEACH, California

Series 7, Series 63, Series 66Clean record24 years registeredTRILINC GLOBAL ADVISORS, LLC

1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 4244548Firm CRD# 285161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Robert Sanford · MANHATTAN BEACH, CA

Registration

CRD #4244548 · TRILINC GLOBAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRILINC GLOBAL ADVISORS, LLC

TRILINC ADVISORS, LLC

Oct 2013 – Dec 2021

MANHATTAN BEACH, CA

TOW FINANCIAL ADVISORS

Oct 2007 – Oct 2011

SHERMAN OAKS, CA

MORTON CAPITAL MANAGEMENT

Jul 2002 – Mar 2006

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 31, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILINC GLOBAL ADVISORS, LLC

CRD 285161 · SEC 801-108382

AUM

$220M

Regulatory assets under management

Employees

9 client accounts

Services offered by TRILINC GLOBAL ADVISORS, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at TRILINC GLOBAL ADVISORS, LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANHATTAN BEACH?

Browse all registered financial advisors in MANHATTAN BEACH, California or claim this profile if it's yours.

Browse MANHATTAN BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Robert Sanford offer?

Paul Robert Sanford specializes in Retirement Planning, Wealth Management.

What are Paul Robert Sanford's credentials?

Paul Robert Sanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Robert Sanford located?

Paul Robert Sanford is based in MANHATTAN BEACH, California, last registered with TRILINC GLOBAL ADVISORS, LLC.

How does Paul Robert Sanford charge for services?

Paul Robert Sanford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILINC GLOBAL ADVISORS, LLC?

TRILINC GLOBAL ADVISORS, LLC has approximately 32 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →