Unclaimed Profile

John Allen Chalk

TRINITY PORTFOLIO ADVISORS, LLC·SOUTHLAKE, Texas

Clean recordTRINITY PORTFOLIO ADVISORS, LLC

121 COUNTRYSIDE COURT, SOUTHLAKE, TX 76092CRD# 4266208Firm CRD# 151721

Profile Verification

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

Identity

John Allen Chalk · SOUTHLAKE, TX

Registration

CRD #4266208 · TRINITY PORTFOLIO ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Allen Chalk is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with TRINITY PORTFOLIO ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRINITY PORTFOLIO ADVISORS, LLC

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRINITY PORTFOLIO ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4266208

Firm CRD# 151721

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Allen Chalk offer?

John Allen Chalk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHLAKE, Texas for a consultation.

What are John Allen Chalk's credentials?

John Allen Chalk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Allen Chalk located?

John Allen Chalk is based in SOUTHLAKE, Texas, working with TRINITY PORTFOLIO ADVISORS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does John Allen Chalk charge for services?

John Allen Chalk'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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