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Craig Scott Narum

TRISPERITY ADVISORS, LLC·KATY, Texas
Series 7, Series 63, Series 66Clean record24 years registeredTRISPERITY ADVISORS, LLC
22202 HIGHLAND KNOLLS DRIVE, KATY, TX 77450CRD# 4475559Firm CRD# 142438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Scott Narum · KATY, TX
Registration
CRD #4475559 · TRISPERITY ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

TRISPERITY ADVISORS, LLC
Jan 2007 – present
FINANCIAL NETWORK INVESTMENT CORPORATION
Aug 2002 – Dec 2006
KATY, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · August 8, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRISPERITY ADVISORS, LLC
CRD 142438 · SEC 801-113723
AUM
$261M
Regulatory assets under management
Employees
2
771 client accounts
Services offered by TRISPERITY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRISPERITY ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Craig Scott Narum offer?
Craig Scott Narum specializes in Financial Planning, Investment Management. Contact their office in KATY, Texas for a consultation.
What are Craig Scott Narum's credentials?
Craig Scott Narum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Scott Narum located?
Craig Scott Narum is based in KATY, Texas, working with TRISPERITY ADVISORS, LLC. Their office serves clients in the KATY metropolitan area and surrounding communities.
How does Craig Scott Narum charge for services?
Craig Scott Narum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRISPERITY ADVISORS, LLC?
TRISPERITY ADVISORS, LLC has approximately 2 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRISPERITY ADVISORS, LLC

Jeffrey Michael Mcculloch
KATY, TX
CFP

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