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Gary Ralph Bertacchi

TRIEX FINANCIAL SERVICES, INC.·ORLAND PARK, Illinois
Series 7, Series 66Clean record23 years registeredTRIEX FINANCIAL SERVICES, INC.
10470 W. 163RD PLACE, ORLAND PARK, IL 60467CRD# 1589678Firm CRD# 158822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Ralph Bertacchi · ORLAND PARK, IL
Registration
CRD #1589678 · TRIEX FINANCIAL SERVICES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

TRIEX FINANCIAL SERVICES, INC.
May 2013 – present
COOPER LINSE HALLMAN CAPITAL MANAGEMENT INC
Jul 2003 – Dec 2011
ORLAND PARK, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 18, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRIEX FINANCIAL SERVICES, INC.
CRD 158822 · SEC 801-72663
AUM
$614K
Regulatory assets under management
Employees
2
18 client accounts
Services offered by TRIEX FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TRIEX FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Gary Ralph Bertacchi offer?
Gary Ralph Bertacchi specializes in Investment Management, Fee-Only Advisory. Contact their office in ORLAND PARK, Illinois for a consultation.
What are Gary Ralph Bertacchi's credentials?
Gary Ralph Bertacchi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Ralph Bertacchi located?
Gary Ralph Bertacchi is based in ORLAND PARK, Illinois, working with TRIEX FINANCIAL SERVICES, INC.. Their office serves clients in the ORLAND PARK metropolitan area and surrounding communities.
How does Gary Ralph Bertacchi charge for services?
Gary Ralph Bertacchi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIEX FINANCIAL SERVICES, INC.?
TRIEX FINANCIAL SERVICES, INC. has approximately 2 employees and manages $614K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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