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TRINITY PORTFOLIO ADVISORS, LLC
TRINITY PORTFOLIO ADVISORS, LLC
SOUTHLAKE, Texas
·
2 registered advisors
·
CRD# 151721
SEC# 801-70663
4
817-416-7227
01
Firm Overview
AUM
$453M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRINITY PORTFOLIO ADVISORS, LLC
2 registered advisors
Dee Wayne Cullum
SOUTHLAKE, Texas
CRD# 3188044
John Allen Chalk
SOUTHLAKE, Texas
CRD# 4266208
05
Office Locations
SOUTHLAKE, Texas
2 advisors
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Data sourced from SEC Form ADV filings. TRINITY PORTFOLIO ADVISORS, LLC (CRD# 151721) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.