Unclaimed Profile

Dee Wayne Cullum

TRINITY PORTFOLIO ADVISORS, LLC·SOUTHLAKE, Texas

Series 7, Series 24, Series 6626 years registeredTRINITY PORTFOLIO ADVISORS, LLC

121 COUNTRYSIDE COURT, SOUTHLAKE, TX 76092CRD# 3188044Firm CRD# 151721

Profile Verification

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

Identity

Dee Wayne Cullum · SOUTHLAKE, TX

Registration

CRD #3188044 · TRINITY PORTFOLIO ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRINITY PORTFOLIO ADVISORS, LLC

TRINITY PORTFOLIO ADVISORS, LLC

Oct 2009 – Apr 2019

SOUTHLAKE, TX

MML INVESTORS SERVICES, INC.

Jul 2000 – Nov 2009

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · July 18, 2000

Years registered · 26

Disclosure History

2012Customer Dispute·Closed-No Action

2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRINITY PORTFOLIO ADVISORS, LLC

CRD 151721 · SEC 801-70663

AUM

$453M

Regulatory assets under management

Employees

945 client accounts

Services offered by TRINITY PORTFOLIO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRINITY PORTFOLIO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dee Wayne Cullum offer?

Dee Wayne Cullum specializes in Financial Planning, Investment Management, Wealth Management.

What are Dee Wayne Cullum's credentials?

Dee Wayne Cullum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dee Wayne Cullum located?

Dee Wayne Cullum is based in SOUTHLAKE, Texas, last registered with TRINITY PORTFOLIO ADVISORS, LLC.

How does Dee Wayne Cullum charge for services?

Dee Wayne Cullum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRINITY PORTFOLIO ADVISORS, LLC?

TRINITY PORTFOLIO ADVISORS, LLC has approximately 12 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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