Unclaimed Profile

Trinity Yvonne Lee

HYA ADVISORS, INC·SPRINGFIELD, Missouri

SIE, Series 7, Series 14, Series 24, Series 28, Series 66, Series 99TOClean record18 years registeredHYA ADVISORS, INC

1256 E KINGSLEY ST, SPRINGFIELD, MO 65804-7211CRD# 5472899Firm CRD# 106691

Profile Verification

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

Identity

Trinity Yvonne Lee · SPRINGFIELD, MO

Registration

CRD #5472899 · HYA ADVISORS, INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HYA ADVISORS, INC

HYA ADVISORS, INC

Oct 2016 – Sep 2022

SPRINGFIELD, MO

WADDELL & REED, INC.

Feb 2008 – Dec 2009

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 28

Series 66

Series 99TO

Registration record

First registered · February 20, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HYA ADVISORS, INC

CRD 106691 · SEC 801-38828

AUM

$917M

Regulatory assets under management

Employees

2,290 client accounts

Services offered by HYA ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HYA ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Trinity Yvonne Lee offer?

Trinity Yvonne Lee specializes in Financial Planning, Investment Management.

What are Trinity Yvonne Lee's credentials?

Trinity Yvonne Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trinity Yvonne Lee located?

Trinity Yvonne Lee is based in SPRINGFIELD, Missouri, last registered with HYA ADVISORS, INC.

How does Trinity Yvonne Lee charge for services?

Trinity Yvonne Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly subscription fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HYA ADVISORS, INC?

HYA ADVISORS, INC has approximately 13 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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